Financial Adviser
· BELLA VISTA, NSW
Ruby Ranvir Singh Aujla
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001254899
Ruby Ranvir Singh Aujla is a financial adviser based in Bella Vista, New South Wales, with 9 years of experience in the financial services industry. Ruby is currently authorised under Shartru Wealth Management Pty Ltd. Ruby holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business and Commerce (Marketing) from University of Western Sydney. Ruby 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
Derivatives
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2014
Bachelor of Business and Commerce (Marketing)
University of Western Sydney
2017
Diploma of Financial Planning
Kaplan Professional
2019
Advanced Diploma of Financial Planning
Kaplan Professional
2024
Graduate Diploma of Financial Planning
Kaplan
Registration History
The adviser is restricted from providing personal advice on Self - Managed Superannuation Funds (SMSF)
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