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Narayan Raj

Name
Narayan Raj
ID
1001822
ABN
–
First Provided Advice
2006

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2006 - Diploma of Financial Planning - - PS146 Training
  • 2012 - Advance Diploma of Financial Planning - - Investment Banking Institute
  • 2017 - Master of Business Administration (MBA) - Masters Degree (AQF 9) - Australian Institute of Business
  • 2020 - FASEA Adviser Exam - Other - FASEA
  • 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
  • 2026 - SMSF Specialist Advisor (SSA) - Professional Designations - SMSF Association

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Association of Independently Owned Financial Professionals (AIOFP)
  • SMSF Association
  • Tax Practitioners Board (TPB)

Licencee

Status
Ceased
Licence Holder
Bluewater Financial Advisors Pty Ltd (#411846)
Commenced
May 22, 2023
Ceased
April 7, 2026
Status
Ceased
Licence Holder
Energy Industries Superannuation Scheme Pty Limited (#441877)
Commenced
July 6, 2015
Ceased
May 11, 2023
Status
Current
Licence Holder
Opulence Financial Group Pty ltd (#700125)
Commenced
April 8, 2026

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Mufg Retire360 Pty Limited (#258145)
Commenced
Sept. 1, 2011
Ceased
July 3, 2015