Ron Malhotra Financial Planner Report

Name:
Ron Malhotra

Rep Number:
000444468

Status:
Current

First Advice:
2012

Disciplinary action:
No action

Most Recent Role:
2014-10-03 onwards

Location:
Berwick, , VIC, 0

Licensee
Name:

Number:
000254544

ABN:
17 005 482 726

Controlled By:

Appointed By
Name:
Gps Wealth Ltd

Licence Number:
000254544

ABN:
17 005 482 726

May advise on following product areas:
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
Superannuation

Qualifications
Kaplan Professional Education
Advanced Diploma of Financial Services(Financial Planning)
Asia Pacific Financial Services Association
Associate CHartered Financial Practitioner (AChFP)
Australian Institute of Business
Masters in Business Adminstration (MBA)
Kaplan Professional Education
Self Managed Super Funds Certification & Advanced SMSF Strategies Certification

Memberships
Association of Financial Advisers (AFA)
Financial Planning Association of Australia (FPA)