Ravinder Taneja

Aia Financial Services Limited

Silver
6 Yrs Experience
Melbourne, VIC 3004

Recent reviews

Aia Financial Services Limited

Level 6, 509 St Kilda Rd
Melbourne, VIC 3004

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualification
    • Master of Business Administration
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

AIA Financial Wellbeing

AFSL 231109

5.00
2 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—2 of 2

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5.00

"Ravinder is a amazing adviser with great knowledge on Super, Income Streams as well as investments. I highly recommend him as he takes care to explain his recommendations so as to make them understandable.."

  • Insurance Protection
  • Managing Debt
  • Margin Lending
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ravinder explained all the recommendations very thoroughly. He addressed everything we discussed previously. He recommended products that met my needs and were within my budget"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Margin Lending
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Client Engagement Skills - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Monarch Institute
Completed
2015

Master of Business Administration

Level
9 - Masters Degree
Institution
Jaipuria Institute of Management
Completed
2005

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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