Financial Adviser
· BELLA VISTA, NSW
Shivi Malik
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000315237
Shivi Malik is a financial adviser based in Bella Vista, New South Wales, with 18 years of experience in the financial services industry. Shivi is currently authorised under Templestone Financial Services Pty Ltd. Shivi 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 Graduate Diploma in Financial Planning from University of the Sunshine Coast. Shivi 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2009
Graduate Diploma in Financial Planning
University of the Sunshine Coast
2012
Self Managed Superannuation Funds
Kaplan