Ramesh Karwal Financial Planner Report

Name:
Ramesh Karwal

Rep Number:
000250379

Status:
Current

First Advice:
2002

Disciplinary action:
No action

Most Recent Role:
2005-04-01 onwards

Location:
Penrith, , NSW, 0

Licensee
Name:

Number:
000240837

ABN:
60 003 474 977

Controlled By:

Appointed By
Name:
Bridges Financial Services Pty Limited

Licence Number:
000240837

ABN:
60 003 474 977

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

Qualifications
Tribeca
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
Diploma of Financial Services (Financial Planning)
Association of Financial Advisers (AFA)
Fellow Chartered Financial Practitioner (FChFP)
Kaplan Professional Education
Margin Lending and Geared Investments
Kaplan Professional Education
Self Managed Superannuation Funds

Memberships
Association of Financial Advisers (AFA)
Governance Institute of Australia