Financial Adviser
· PETERSHAM, NSW
Priya Suresh Bakare
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001243629
Priya Suresh Bakare is a financial adviser based in Petersham, New South Wales, with 10 years of experience in the financial services industry. Priya is currently authorised under Amalgamated Financial Services Pty Ltd. Priya 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 of Financial Planning from Kaplan Higher Education. Priya 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
2010
Diploma of Financial Services (Financial Planning)
Mentor Education
2017
Advanced Diploma of Financial Planning
Kaplan Professional
2020
Commercial Law Course
Kaplan Professional
2020
Financial Adviser Exam
ACER
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education