Natarajan Balakrishnan Financial Planner Report

Name:
Natarajan Balakrishnan

Rep Number:
000409415

Status:
Current

First Advice:
2012

Disciplinary action:
No action

Most Recent Role:
2017-07-04 onwards

Location:
Reservoir, , VIC, 0

Licensee
Name:

Number:
000409361

ABN:
89 125 557 002

Controlled By:

Appointed By
Name:
Merit Wealth Pty Ltd

Licence Number:
000409361

ABN:
89 125 557 002

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
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Mentor Education Pty Ltd
Advanced Diploma of Financial Services (Financial Planning)
Mentor Education Pty Ltd
Advanced Diploma of Financial Services (Financial Planning)�
AAMC Training Group
Diploma of Finance & Mortgage Broking Management
Mentor Education Pty Ltd
Diploma of Financial Services (Financial Planning)
Mentor Education Pty Ltd
Diploma of Financial Services (Financial Planning)�
Cavendish
Specialist SMSF Course

Memberships
Association of Financial Advisers (AFA)