Financial Adviser
· SOUTHBANK, VIC
Nazampreet Kaur
No disciplinary history on record with ASIC
SOUTHBANK,
VIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001233071
Nazampreet Kaur is a financial adviser based in Southbank, Victoria, with 11 years of experience in the financial services industry since 2015. Nazampreet is currently authorised under Cfg Advice, operating through Apprise Harpel Group. Nazampreet holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Nazampreet's qualifications include a Bachelor of Comerce from University of SA. Nazampreet 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
Authorised to provide tax financial advice services
Qualifications and Training
2010
Bachelor of Comerce
University of SA
2014
Diploma of Financial Planning
Mentor Education
2015
Advanced Diploma of Financial Planning
Mentor Education
2020
Ethics & Professionalism in Financial planning
Ethics - Kaplan
Registration History
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Source: ASIC Financial Advisers Register