Financial Adviser
· MOUNT WAVERLEY, VIC
Anurag Srivastava
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000473168
Anurag Srivastava is a financial adviser based in Mount Waverley, Victoria, with 20 years of experience in the financial services industry. Anurag is currently authorised under The Complete Planner Pty Ltd. Anurag 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 Masters of Commerce from Deakin University.
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
1997
Bachelor of Commerce
Deakin University
2005
Graduate Diploma in Accounting
Deakin University
2005
Masters of Commerce
Deakin University
2006
Diploma of Financial Services (Financial Planning)
Tribeca
2011
Advanced Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy Pty Ltd
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register