Financial Adviser
· CANNING VALE, WA
Ameet Kalro
No disciplinary history on record with ASIC
CANNING VALE,
WA
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000462390
About Ameet Kalro
Ameet Kalro is a financial adviser based in Canning Vale, Western Australia, with 12 years of experience in the financial services industry since 2014. Ameet is currently authorised under Barns Financial Services. Ameet holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ameet's qualifications include a Master of Professional Accounting (International Business) from University of Tasmania. Ameet is a member of Financial Advice Association of Australia (FAAA).
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
2006
Master of Professional Accounting (International Business)
University of Tasmania
2013
Diploma of Financial Planning FNS50611
Mentor Education
2018
Advanced Diploma of Financial Planning FNS60415
Mentor Education
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Not authorised to provide advice in SMSFs.
Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.
Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. SMSF restriction.
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register