Financial Adviser · SYDNEY, NSW

Natarajan Balakrishnan

SYDNEY, NSW

14 Years experience

Tax advice
authorised

ASIC Registered · ADV 000409415

Currently at

Opes Financial Solutions

Harris Park, NSW (firm address)

View firm profile

About Natarajan Balakrishnan

Natarajan Balakrishnan is a financial adviser based in Sydney, New South Wales, with 14 years of experience in the financial services industry since 2012. Natarajan is currently authorised under Laverne Capital, operating through Opes Financial Solutions. Natarajan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Natarajan's qualifications include a MASTER OF MANAGEMENT SCIENCES from PSG COLLEGE OF TECHNOLOGY. Natarajan is a member of AUSTRALIAN FINANCIAL COMPLAINTS AUTHORITY(AFCA) 64688, Financial Advice Association of Australia (FAAA) and TAX PRACTITIONERS BOARD (TPB) 25685708.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

1975

MASTER OF MANAGEMENT SCIENCES

PSG COLLEGE OF TECHNOLOGY

2010

Diploma of Financial Services (Financial Planning)

Mentor Education Pty Ltd

2014

Advanced Diploma of Financial Services (Financial Planning)

Mentor Education Pty Ltd

2014

Specialist SMSF Course

Cavendish

2017

Diploma of Finance & Mortgage Broking Management

AAMC Training Group

Registration History

Laverne Capital Pty Ltd

Sep 2019 - Present Current

Merit Wealth Pty Ltd

Jul 2017 - Sep 2019 Ceased

Akumin Financial Planning Pty Limited

Feb 2014 - Apr 2017 Ceased

MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

GOLD FINANCIAL PTY LTD

Aug 2012 - Nov 2013 Ceased

Lionsgate Financial Group Pty. Ltd.

Mar 2012 - Aug 2012 Ceased

Lionsgate Financial Group Pty. Ltd.

Aug 2011 - Mar 2012 Ceased

AUSTRALIAN FINANCIAL & INSURANCE SERVICES PTY. LTD.

Nov 2010 - Jun 2011 Ceased

Source: ASIC Financial Advisers Register