Vijay Raj
Financial Adviser
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About
Vijay Raj is an ASIC-registered financial adviser based in Harris Park, NSW, dedicated to helping individuals and families achieve their financial goals. With a strong foundation built upon a Diploma of Financial Services (Financial Planning) from Tribeca (2005), an Advanced Diploma from Kaplan Professional (2009), and further qualifications including a Certificate IV in Finance/Mortgage Broking (2011) and a Diploma of Finance and Mortgage Broking Management (2012), Vijay possesses the knowledge and experience to provide comprehensive financial advice. As an SMSF Specialist (Cavendish Adelaide University, 2015), Vijay has specialist knowledge in the SMSF area. Vijay is an active member of several leading industry associations, including the Financial Advice Association of Australia (FAAA), MFAA Mortgage and Finance Association of Australia, National Insurance Brokers Association (NIBA), SMSF Association, and Stockbrokers and Investment Advisers Association (SIAA). This commitment to professional development ensures Vijay remains at the forefront of industry best practices and regulatory changes. Vijay is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. This broad authorization allows Vijay to tailor financial strategies to meet each client's unique circumstances and aspirations. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions Ready to take control of your financial future? Contact Vijay today to schedule a consultation and discover how personalized financial advice can help you achieve your dreams.
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Frequently Asked Questions
What types of financial advice does Vijay Raj provide?
Vijay Raj provides advice on a wide range of financial areas, including superannuation, retirement planning, wealth management, and insurance. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Vijay Raj have?
Vijay Raj holds a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning), a Certificate IV Financial Services (Finance/Mortgage Broking), a Diploma of Finance and Mortgage Broking Management and is an SMSF Specialist.
What is the process for becoming a client of Vijay Raj?
The first step is to schedule an initial consultation. During this meeting, Vijay will discuss your financial goals, current situation, and risk tolerance. He will then develop a personalized financial plan tailored to your specific needs.
What professional associations is Vijay Raj a member of?
Vijay is a member of the Financial Advice Association of Australia (FAAA), MFAA Mortgage and Finance Association of Australia, National Insurance Brokers Association (NIBA), SMSF Association, and Stockbrokers and Investment Advisers Association (SIAA).
What can I expect from working with Vijay Raj?
You can expect personalized financial advice, a clear and understandable financial plan, ongoing support, and regular reviews to ensure your plan remains aligned with your goals and circumstances.
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