Financial Adviser · SYDNEY, NSW

Pawan Luthra

40 Years experience
Tax advice
authorised
ASIC Registered · ADV 000242165

Pawan Luthra is a financial adviser based in Sydney, New South Wales, with 40 years of experience in the financial services industry. Pawan is currently authorised under Godfrey Pembroke Group Pty Ltd. Pawan 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 Certified Financial Planner (CFP) from Financial Planning Association (FPA). Pawan 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2008
Advanced Diploma Financial Services (Financial Planning) FNS60404
MLC ThreeSixty
2011
RG146 Margin Lending
MLC ThreeSixty
2012
Certified Financial Planner (CFP)
Financial Planning Association (FPA)

Registration History

Jun 2021 - Present Current
APOGEE FINANCIAL PLANNING PTY LTD
Dec 2003 - May 2021 Ceased

Source: ASIC Financial Advisers Register