Financial Adviser
· UPPER MOUNT GRAVATT, QLD
Kamalpreet Singh Sarai
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000236866
Kamalpreet Singh Sarai is a financial adviser based in Upper Mount Gravatt, Queensland, with 23 years of experience in the financial services industry. Kamalpreet is currently authorised under Actocue Pty Ltd. Kamalpreet holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a 5 Unit CFP Certification Program from Financial Planning Association of Australia Limited. Kamalpreet is a member of Australian Institute of Company Directors (AICD), Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
8 Unit Diploma of Financial Planning
Financial Planning Association of Australia Limited
2004
Double Degree in International Business & Commerce
Griffith University
2008
5 Unit CFP Certification Program
Financial Planning Association of Australia Limited
2012
Certificate IV Mortgage Broking
Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education