Financial Adviser
· MILTON, QLD
Pravesh Daya
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000267346
Pravesh Daya is a financial adviser based in Milton, Queensland, with 28 years of experience in the financial services industry. Pravesh is currently authorised under Morgans Financial Limited. Pravesh 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 Bachelor of Business from University of Southern Queensland. Pravesh 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
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1994
Bachelor of Business
University of Southern Queensland
2000
Graduate Diploma in Financial Planning
Securities Institute
2020
Ethics and Professional Relationships
Ethics - QUT
2020
Tier 1 Margin Lending
Other - Kaplan
Registration History
ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD
AIW DEALER SERVICES PTY LTD
Source: ASIC Financial Advisers Register