Dinesh Yogi Financial Planner Report

Name:
Dinesh D Yogi

Rep Number:
001256812

Status:
Current

First Advice:
2017

Disciplinary action:
No action

Most Recent Role:
2017-07-25 onwards

ABN:
44 644 674 929

Licensee
Name:

Number:
000482937

Controlled By:

Appointed By
Name:
La Verne Capital Pty Ltd

Licence Number:
000482937

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
Securities
Superannuation

Qualifications
Monarch Institution
ADFP

Memberships
CPA Australia (CPA)