Swaif Khan
Financial Adviser
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About
Swaif Khan is an ASIC-registered financial adviser dedicated to helping clients in WAYVILLE, SA, and across Australia achieve their financial goals. With a career spanning over two decades, Swaif brings a wealth of knowledge and experience, underpinned by strong academic qualifications including an Associate Diploma of Business, a Diploma of Financial Planning from the FPA, and a Master of Applied Finance from FINSIA. Swaif is also committed to upholding the highest ethical standards, demonstrated by completing the MAI769 Ethics for Financial Services unit at Deakin University. As a CFP® professional and a member of the Financial Advice Association of Australia (FAAA), Swaif adheres to a strict code of conduct, ensuring clients receive advice that is both professional and ethical. Authorised to provide advice on a comprehensive range of financial products, Swaif can assist with superannuation, insurance, wealth management, and retirement planning. He is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation advice and strategies • Comprehensive insurance solutions • Tailored wealth management plans • Retirement planning and income streams • Investment advice and portfolio construction Ready to take control of your financial future? Contact Swaif 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 Swaif Khan offer?
Swaif Khan provides advice on a range of financial products including superannuation, insurance, wealth management, and retirement planning. He can also advise on investment products such as Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Swaif Khan's qualifications and professional memberships?
Swaif holds an Associate Diploma of Business, a Diploma of Financial Planning from the FPA, and a Master of Applied Finance from FINSIA. He is a CFP® professional and a member of the Financial Advice Association of Australia (FAAA).
What is the process for working with Swaif Khan?
The process typically starts with an initial consultation to understand your financial goals and current situation. Swaif will then develop a tailored financial plan, implement the plan with your approval, and provide ongoing reviews and adjustments as needed.
What should I expect during my first meeting with Swaif Khan?
During the initial meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Swaif will explain his approach to financial planning and answer any questions you may have.
How can Swaif Khan help me with my retirement planning?
Swaif can help you develop a retirement plan that takes into account your financial goals, risk tolerance, and time horizon. He can provide advice on superannuation, investment strategies, and income streams to help you achieve a comfortable retirement.
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