Financial Adviser · CROYDON, VIC

Ravindra Mohan Sharma

10 Years experience
Tax advice
authorised
ASIC Registered · ADV 001247636

Ravindra Mohan Sharma is a financial adviser based in Croydon, Victoria, with 10 years of experience in the financial services industry. Ravindra is currently authorised under Interprac Financial Planning Pty Ltd. Ravindra 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 Commerce from University of Rajasthan. Ravindra 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

1980
Bachelor of Commerce
University of Rajasthan
2004
Executive Post Graduate Diploma in Management
The Indian Institute of Management
2015
FNS50611 Diploma of Financial Planning
Integrity Education Group
2016
FNS60415 Advanced Diploma of Financial Planning
Integrity Education Group
2016
Margin Lending
Integrity Education Group
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Aug 2019 - Present Current
GWM ADVISER SERVICES PTY LTD
Nov 2017 - Aug 2019 Ceased
Sep 2016 - Sep 2017 Ceased
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register