Kamalpreet Sarai Financial Planner Report

Name:
Kamalpreet Singh Sarai

Rep Number:
000236866

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2008-05-01 onwards

Licensee
Name:

Number:
000323729

ABN:
32 128 604 419

Appointed By
Name:
Actocue Pty Ltd

Licence Number:
000323729

ABN:
32 128 604 419

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan Professional
Certificate IV Mortgage Broking
Financial Planning Association of Australia
Certified Financial Planner
Deakin University
Diploma of Financial Planning
Griffith University
Double Degree in International Business and Commerce
Australian Institute of Company Directors
Graduate of the Australian Institute of Company Directors

Memberships
Financial Planning Association of Australia (FPA)