Aziz Meherali
Principal and Senior Wealth Adviser · Elixir Private Wealth Pty Ltd
Sydney, NSW
29 years' experience - first provided advice 1997 (ASIC register)
Office: (02) 9221 2500
About
Aziz is the Principal of Elixir Private Wealth and an Authorised Representative of Godfrey Pembroke Group Pty Ltd, providing financial advice since 1997. He has been a Certified Financial Planner since 1999 and holds a Bachelor of Science in Business from Indiana University.
Services
SuperannuationSuperannuation strategy and structure.
Life risk insurance
Life investment products
Securities
Managed investments
Deposit products
Retirement savings accounts
Margin lending
Languages
English
Qualifications & memberships
- 1991 - Bachelor of Science in Business - Indiana University
- 1999 - Certified Financial Planner (CFP) - Financial Planning Association (FPA)
- 1999 - Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA)
- 2020 - Ethics and Professionalism in Financial Advice - Kaplan Professional
- 2021 - Client Engagement Skills - Kaplan Professional
- 2021 - Economic and Legal Context for Financial Planning - Kaplan Professional
Sourced from the ASIC Financial Advisers Register and the professional's own representations.
Advisor information is factual and based on public records and the professional's own representations. It is not a recommendation or endorsement by InvestHAQ.