Premjit Uberoi Financial Planner Report

Name:
Premjit Uberoi

Rep Number:
001004700

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2004-02-09 onwards

Licensee
Name:

Number:
000233714

ABN:
33 007 457 141

Controlled By:

Appointed By
Name:
Westpac Banking Corporation

Licence Number:
000233714

ABN:
33 007 457 141

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
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Australian National University
Bachelor of Arts
Financial Planning Association of Australia
Diploma of Financial Planning
University of Canberra
Graduate Diploma of Management Sciences
Kaplan Professional Education
Margin Lending and Geared Investments
Kaplan Professional Education
Self Managed Superannuation Funds

Memberships
Financial Planning Association of Australia (FPA)