Ritu Verma Financial Planner Report

Name:
Ritu Verma

Rep Number:
000333820

Status:
Current

First Advice:
2009

Disciplinary action:
No action

Most Recent Role:
2016-07-20 onwards

Licensee
Name:

Number:
000230686

ABN:
12 004 044 937

Controlled By:

Appointed By
Name:
National Australia Bank Limited

Licence Number:
000230686

ABN:
12 004 044 937

May advise on following product areas:
Non-basic Deposit Products
Non-Cash 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
Mortgage & Finance Association of Australia (MFAA)
Certificate IV Financial Services (Finance/Mortgage Broking)
ANZIIF
Diploma of Financial Services (Financial Planning)
Indian Insitute of Planning and Management, Delhi
MBA
Kaplan
SMSF , Margin Lending & Gearing

Memberships
CFP Certified Financial Planner (FPA)
CFP � Certified Financial Planner (FPA)
Financial Planning Association of Australia (FPA)