Financial Adviser · OSBORNE PARK, WA

Aldis Purins

OSBORNE PARK, WA
37 Years experience
Tax advice
authorised
ASIC Registered · ADV 000226088
Currently at
Sydney, NSW (firm address)

Aldis Purins is a financial adviser based in Osborne Park, Western Australia, with 37 years of experience in the financial services industry since 1989. Aldis is currently authorised under Consultum Financial Advisers. Aldis holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Aldis's qualifications include a Certified Financial Planner from Financial Planning Association of Australia Limited. Aldis 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 Deposit Products Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1992
Diploma of Financial Planning
Financial Planning Association of Australia Limited
1994
Certified Financial Planner
Financial Planning Association of Australia Limited
2002
Specialist Knowledge Area Securities & Derivatives
Integratec
2010
Margin Lending and Geared Investments
Kaplan Professional Education

Registration History

Sep 2016 - Present Current
WESTERN PACIFIC FINANCIAL GROUP PTY LTD
Feb 2003 - Sep 2016 Ceased

Source: ASIC Financial Advisers Register