Financial Adviser · BROADBEACH, QLD

Karunesh Arora

BROADBEACH, QLD

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001271928

Currently at

Picture Wealth Advisory

Perth, WA (firm address)

View firm profile

Karunesh Arora is a financial adviser based in Broadbeach, Queensland, with 8 years of experience in the financial services industry since 2018. Karunesh is currently authorised under Picture Wealth Advisory. Karunesh holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Karunesh's qualifications include a Master of Professional Accounting from Kaplan.

Authorised to Advise On

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

Restrictions: Not Authorised for Self-Managed Superannuation Funds or Standard Margin Lending facility.

Authorised to provide tax financial advice services

Qualifications and Training

2013

Master of Professional Accounting

Kaplan

2015

Diploma of Financial Planning FNS50615

Monarch Institute

2016

Advance Diploma of Financial Planning

Monarch Institute

2019

Ethics and Professionalism in Financial Advice

Ethics - Kaplan

Registration History

Picture Wealth Advisory Pty Ltd

Sep 2024 - Present Current

Not Authorised for Self-Managed Superannuation Funds or Standard Margin Lending facility.

AAN WEALTH MANAGEMENT PTY LTD

Jan 2023 - Sep 2024 Ceased

Mufg Retire360 Pty Limited

Dec 2022 - Dec 2022 Ceased

Unisuper Management Pty. Ltd.

Sep 2021 - Oct 2022 Ceased

Psk Advisory Services Pty Ltd

May 2020 - Sep 2021 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Akumin Financial Planning Pty Limited

Dec 2018 - May 2020 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register