Financial Adviser · WAYVILLE, SA

Swaif Khan

WAYVILLE, SA

27 Years experience

Tax advice
authorised

ASIC Registered · ADV 000309315

Currently at

Bellwether Wealth Strategists

Wayville, SA (firm address)

View firm profile

Swaif Khan is a financial adviser based in Wayville, South Australia, with 27 years of experience in the financial services industry since 1999. Swaif is currently authorised under Omega Financial Strategists, operating through Bellwether Wealth Strategists. Swaif holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Swaif's qualifications include a Master of Applied Finance from FINSIA. Swaif is a member of CFP - Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1995

Associate Diploma of Business

2002

Diploma of Financial Planning

FPA

2006

Master of Applied Finance

FINSIA

2020

MAI769 Ethics for Financial Services

Ethics - Deakin University

Registration History

Omega Financial Strategists Pty Ltd

Feb 2022 - Present Current

Charter Financial Planning Limited

Aug 2014 - Feb 2022 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives

Westpac Banking Corporation

Mar 2010 - Dec 2010 Ceased

ST.GEORGE BANK LIMITED

Jan 2007 - Mar 2010 Ceased

Source: ASIC Financial Advisers Register