Balraj Sokhi Financial Planner Report

Name:
Balraj Sokhi

Rep Number:
001003512

Status:
Current

First Advice:
2013

Disciplinary action:
No action

Most Recent Role:
2014-08-18 onwards

Licensee

Appointed By
Name:
Australia And New Zealand Banking Group Limited

Licence Number:
000234527

ABN:
11 005 357 522

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
Superannuation

Qualifications
Kaplan
Advanced Diploma of Financial Planning
University of Melbourne
Bachelor of Commerce
Kaplan
Diploma of Financial Planning
Australian Financial Markets Association
Diploma of Financial Services ( Financial Markets )

Memberships
Financial Planning Association of Australia (FPA)