Financial Adviser
· GEELONG, VIC
Sheena Kalra Vohra
No disciplinary history on record with ASIC
GEELONG,
VIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001006588
Sheena Kalra Vohra is a financial adviser based in Geelong, Victoria, with 15 years of experience in the financial services industry since 2011. Sheena is currently authorised under Viridian Advisory, operating through Viridian Financial Group. Sheena holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Sheena's qualifications include a Master of Financial Planning from Deakin University. Sheena 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
2004
Bachelor of Commerce
University of Delhi
2009
Diploma in Financial Services (Financial Planning)
Investment Banking Institute
2015
Advanced Diploma of Financial Planning
Mentor Education
2021
Aged Care
Kaplan Professional
2021
Master of Financial Planning
Deakin University
2022
SMSF Regulations and Taxation
Kaplan Professional
Registration History
WEALTH TRAIL PTY LTD
L.U.C.R.F. PTY. LTD.
Source: ASIC Financial Advisers Register