Raf Meyer
Financial Adviser
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About
Rafiek Meyer is an ASIC-registered financial adviser based in Perth, WA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a strong foundation built upon a Diploma of Financial Services (Financial Planning) from Mentor Education Pty Ltd (2007), a Diploma of Finance and Mortgage Broking Management from Kaplan Professional (2015), and an Advanced Diploma of Financial Planning from Mentor Education (2016), Rafiek continuously enhances his expertise, including completing Tax For Financial Advising at Kaplan in 2022, and Ethics and Professionalism in Financial Advice at Kaplan in 2023. Rafiek is authorised to provide advice on a range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities and Government Debt Securities. This allows him to create holistic financial plans designed to protect and grow your wealth. Key services offered include: • Superannuation advice to optimise your retirement savings • Insurance solutions to protect you and your family • Wealth management strategies to grow your assets • Investment Life Insurance to ensure financial security • Life Risk Insurance to protect against unforeseen circumstances • Securities and Government Debt Securities advice for diversified investment portfolios Ready to take control of your financial future? Contact Rafiek today for a consultation and personalised advice.
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Frequently Asked Questions
What types of financial advice does Rafiek Meyer offer?
Rafiek Meyer provides advice on superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. He can help you with retirement planning, wealth creation, and protecting your assets.
What qualifications does Rafiek Meyer have?
Rafiek holds a Diploma of Financial Services (Financial Planning), a Diploma of Finance and Mortgage Broking Management, and an Advanced Diploma of Financial Planning. He has also completed courses in Tax For Financial Advising and Ethics and Professionalism in Financial Advice.
How can Rafiek Meyer help me with my superannuation?
Rafiek can provide advice on optimising your superannuation contributions, selecting the right superannuation fund, and planning for a comfortable retirement.
What is the process for working with Rafiek Meyer?
The process typically involves an initial consultation to understand your financial goals, followed by the development of a personalised financial plan. Rafiek will then work with you to implement the plan and provide ongoing support.
What can I expect from a consultation with Rafiek Meyer?
During a consultation, you can expect a thorough discussion of your financial situation, goals, and concerns. Rafiek will listen carefully and provide clear, easy-to-understand advice.
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