Ishwar Shrestha Financial Planner Report

Name:
Ishwar Shrestha

Rep Number:
000414174

Status:
Current

First Advice:
2013

Disciplinary action:
No action

Most Recent Role:
2016-09-02 onwards

ABN:
75 463 302 844

Licensee
Name:

Number:
000244252

ABN:
61 094 529 987

Controlled By:

Appointed By
Name:
Millennium 3 Financial Services Pty Ltd

Licence Number:
000244252

ABN:
61 094 529 987

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
All Securities
Superannuation

Qualifications
Traineeship Management Australia
Diploma of Financial Services (Financial Planning)
University of New England
Master of Commerce (Professional Accounting)
The University of Adelaide
Self Managed Super Fund Course

Memberships
CPA Australia (CPA)