Financial Adviser
· KELLYVILLE RIDGE, NSW
Preeti Malini Sharma
No disciplinary history on record with ASIC
KELLYVILLE RIDGE,
NSW
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001267129
About Preeti Malini Sharma
Preeti Malini Sharma is a financial adviser based in Kellyville Ridge, New South Wales, with 8 years of experience in the financial services industry since 2018. Preeti is currently authorised under Advice Assist Australia. Preeti holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Preeti's qualifications include a Bachelor of Arts from The University of the South Pacific. Preeti is a member of CPA Australia (CPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
1998
Bachelor of Arts
The University of the South Pacific
2005
CPA Program
CPA Australia
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register