Financial Adviser · SYDNEY, NSW

Suhal Naser

29 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000249753

Suhal Naser is a financial adviser based in Sydney, New South Wales, with 29 years of experience in the financial services industry. Suhal is currently authorised under Charter Financial Planning Limited. Suhal 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 Finsia.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2006

Graduate Diploma of Financial Planning

Finsia

2012

Diploma of Financial Services (Finance/Mortgage Broking Management)

AAMC Training Group

2015

Margin Lending

Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Jul 2014 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Infocus Securities Australia Pty Ltd

Oct 2008 - Jul 2014 Ceased

Source: ASIC Financial Advisers Register