Jasminder Grewal Financial Planner Report

Name:
Jasminder Kaur Grewal

Rep Number:
000455001

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2017-06-27 onwards

Location:
Melbourne, , VIC, 0

Licensee
Name:

Number:
000331367

ABN:
89 133 593 012

Controlled By:

Appointed By
Name:
Clearview Financial Advice Pty Ltd

Licence Number:
000331367

ABN:
89 133 593 012

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Tribeca
Advanced Diploma of Financial Services (Financial Planning)
Financial Planning Association of Australia
Certified Financial Planner
Tribeca
Diploma of Financial Services (Financial Planning)
Mentor Education
Margin Lending
Kaplan
Self Managed Superannuation Funds

Memberships
Financial Planning Association of Australia (FPA)