Financial Adviser · BROADBEACH, QLD

Yadvinder Singh

BROADBEACH, QLD

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001269286

Currently at

Picture Wealth Advisory

Perth, WA (firm address)

View firm profile

Yadvinder Singh is a financial adviser based in Broadbeach, Queensland, with 8 years of experience in the financial services industry since 2018. Yadvinder is currently authorised under Picture Wealth Advisory. Yadvinder holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Yadvinder's qualifications include a Bachelor of Commerce (Finance) from Griffith University.

Authorised to Advise On

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

Restrictions: Not authorised for Self Managed Superannuation or Standard Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2016

Bachelor of Commerce (Finance)

Griffith University

2017

Diploma of Financial Planning

Kaplan Professional

2025

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Ltd

2025

FPC003 Superannuation and Retirement Advice

Kaplan Higher Education Pty Ltd

2025

FPC007B Client Engagement Skills

Behavioural Finance - Kaplan Higher Education Pty Ltd

Registration History

Picture Wealth Advisory Pty Ltd

Sep 2024 - Present Current

Not authorised for Self Managed Superannuation or Standard Margin Lending

AAN WEALTH MANAGEMENT PTY LTD

Mar 2023 - Sep 2024 Ceased

FINANCIAL SERVICES GROUP AUSTRALIA PTY LTD

Dec 2022 - Feb 2023 Ceased

Commonwealth Financial Planning Limited

Nov 2018 - Jul 2021 Ceased

Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending

Source: ASIC Financial Advisers Register