Financial Adviser · ADELAIDE, SA

Deepak Raj

ADELAIDE, SA

2 Years experience

Tax advice
authorised

ASIC Registered · ADV 001309362

Currently at

Jbwere

Melbourne, VIC (firm address)

View firm profile

Deepak Raj is a financial adviser based in Adelaide, South Australia, with 2 years of experience in the financial services industry since 2024. Deepak is currently authorised under Jbwere. Deepak holds authorisations to advise on superannuation, managed investments, securities and foreign exchange, as well as tax financial advice services (TFAS). Deepak's qualifications include a Master of Finance and Business Economics from The University of Adelaide. Deepak is a member of Chartered Financial Analyst Institute (CFA Institute).

Authorised to Advise On

Tax Financial Advice Superannuation Managed Investments Securities Foreign Exchange Deposit Products Government Bonds

Restrictions: Superannuation - Can only advise on a person's existing holding in a superannuation product

Authorised to provide tax financial advice services

Qualifications and Training

2016

Bachelor of Commerce (Corporate Finance)

The University of Adelaide

2019

Master of Finance and Business Economics

The University of Adelaide

2022

Chartered Financial Analyst

CFA Institute

2023

Foreign Exchange Accreditation Program

SIAA

2024

Graduate Diploma in Financial Planning

Kaplan Professional

Registration History

Jbwere Ltd

May 2024 - Present Current

Superannuation - Can only advise on a person's existing holding in a superannuation product

Source: ASIC Financial Advisers Register