Shivi Malik Financial Planner Report

Name:
Shivi Malik

Rep Number:
000315237

Status:
Current

First Advice:
2008

Disciplinary action:
No action

Most Recent Role:
2010-02-11 onwards

Licensee
Name:

Number:
000307379

ABN:
13 122 381 908

Controlled By:

Appointed By
Name:
Patron Financial Services Pty Ltd

Licence Number:
000307379

ABN:
13 122 381 908

May advise on following product areas:
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
University of the Sunshine Coast
Graduate Diploma in Financial Planning
Kaplan
Self Managed Superannuation Funds

Memberships
Association of Financial Advisers (AFA)