Financial Adviser · HAWTHORN EAST, VIC

Suraj Srinivasan

HAWTHORN EAST, VIC
8 Years experience
ASIC Registered · ADV 001272190
Currently at
Sydney, NSW (firm address)

Suraj Srinivasan is a financial adviser based in Hawthorn East, Victoria, with 8 years of experience in the financial services industry since 2018. Suraj is currently authorised under Precision Financial Consulting, operating through Precision Financial. Suraj holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Suraj's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional.

Authorised to Advise On

Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Qualifications and Training

2017
Diploma of Financial Planning
Kaplan Professional
2020
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Jul 2021 - Present Current
Dec 2018 - Jun 2021 Ceased
IFS authorises the Adviser to provide Personal Advice, General Advice and Deal In financial products only in relation to the following advice topics as defined in IFS guidance:(a)Retirement projections

Source: ASIC Financial Advisers Register