Financial Adviser · SYDNEY, NSW

Shikha Arora

14 Years experience
Tax advice
authorised
ASIC Registered · ADV 000424901

Shikha Arora is a financial adviser based in Sydney, New South Wales, with 14 years of experience in the financial services industry. Shikha is currently authorised under Perpetual Trustee Company Limited. Shikha holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of commerce from Delhi University, India.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Managed Investments Securities Deposit Products Government Bonds

Restrictions: Only authorised to provide subsequent investment related advice (further advice only)

Authorised to provide tax financial advice services

Qualifications and Training

1999
Bachelor of commerce
Delhi University, India
2012
Diploma in Financial Planning
Mentor Education
2023
Graduate Diploma of Financial Planning
Kaplan

Registration History

Jan 2023 - Present Current
Only authorised to provide subsequent investment related advice (further advice only)
CRESCERE PARTNERS PTY LTD
Dec 2018 - Mar 2020 Ceased
No advice permitted on Margin Lending or Derivatives.
LIBERTAS FINANCIAL PLANNING PTY LTD
Aug 2016 - Sep 2018 Ceased
Jun 2012 - Aug 2016 Ceased

Source: ASIC Financial Advisers Register