Financial Adviser · SYDNEY, NSW

Greeshma Girish

8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001272089

Greeshma Girish is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry. Greeshma is currently authorised under Unisuper Management Pty. Ltd.. Greeshma 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 Commerce (Accounting) from The University of Adelaide.

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

2014
Bachelor of Commerce (Accounting)
The University of Adelaide
2016
Diploma of Financial Planning
Kaplan Professional
2024
Graduate diploma of financial planning
Kaplan Professional

Registration History

Nov 2021 - Present Current
Dec 2018 - Nov 2019 Ceased

Source: ASIC Financial Advisers Register