Financial Adviser
· HAWTHORN, VIC
Jasminder Kaur Grewal
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000455001
Jasminder Kaur Grewal is a financial adviser based in Hawthorn, Victoria, with 23 years of experience in the financial services industry. Jasminder is currently authorised under Bentleys Wealth (Victoria) Pty Ltd. Jasminder 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 Certified Financial Planner from Financial Planning Association of Australia. Jasminder 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Certified Financial Planner
Financial Planning Association of Australia
2005
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2007
Self Managed Superannuation Funds
Kaplan
2014
Margin Lending
Mentor Education
2021
Master of Financial Planning
Kaplan
Registration History
A.C.N. 133 593 012 PTY LTD
ACN 130 288 578 PTY LTD
LONSDALE FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register