Financial Adviser
· BRISBANE, QLD
Parveer Singh Bassi
No disciplinary history on record with ASIC
BRISBANE,
QLD
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001268957
About Parveer Singh Bassi
Parveer Singh Bassi is a financial adviser based in Brisbane, Queensland, with 8 years of experience in the financial services industry since 2018. Parveer works at Morgans Financial, which is licensed through Morgans Financial Limited. Parveer holds authorisations to advise on managed investments, securities, deposit products and government bonds, as well as tax financial advice services (TFAS). Parveer's qualifications include a Bachelor of Commerce from Griffith University.
Authorised to Advise On
Tax Financial Advice
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2015
Bachelor of Commerce
Griffith University
2015
Bachelor of International Business
Griffith University
2020
Ethics and Professional Relationships
Ethics - QUT
2023
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2024
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Professional
2025
FPC006 Taxation for Financial Planning
Kaplan Professional