Financial Adviser
· MONA VALE, NSW
Nishant Puri
No disciplinary history on record with ASIC
MONA VALE,
NSW
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000327548
About Nishant Puri
Nishant Puri is a financial adviser based in Mona Vale, New South Wales, with 11 years of experience in the financial services industry since 2015. Nishant is currently authorised under Lifespan Financial Planning. Nishant holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Nishant's qualifications include a Bachelor of Commerce (Banking and Finance) from Curtin University of Technology.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Commerce (Banking and Finance)
Curtin University of Technology
2008
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Margin Lending and Geared Investments
Kaplan Professional
2014
SMSF Specialist Advisor Course
NowInfinity
Registration History
NEXTGEN FINANCIAL GROUP PTY LTD
Excluding Standard Margin Lending
Source: ASIC Financial Advisers Register