Financial Adviser · SYDNEY, NSW

Soheil Naderi

8 Years experience
ASIC Registered · ADV 001272878

Soheil Naderi is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry. Soheil is currently authorised under Ord Minnett Limited. Soheil holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Their qualifications include a Graduate Diploma of Financial Planning from Kaplan.

Authorised to Advise On

Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Qualifications and Training

2018
B Applied Finance
Macquarie University
2022
Chartered Financial analyst
CFA Institute
2022
Graduate Diploma of Financial Planning
Kaplan

Registration History

Jul 2022 - Present Current
Dec 2018 - Sep 2020 Ceased

Source: ASIC Financial Advisers Register