Financial Adviser
· RICHMOND, VIC
Suraj Srinivasan
No disciplinary history on record with ASIC
RICHMOND,
VIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001272190
Suraj Srinivasan is a financial adviser based in Richmond, Victoria, with 8 years of experience in the financial services industry since 2018. Suraj is currently authorised under Mw Grouping, operating through Mw Wealth Management. Suraj holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Suraj's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2017
Diploma of Financial Planning
Kaplan Professional
2020
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
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