Financial Adviser · WANTIRNA, VIC

Yvonne Parasuraman

11 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001236233

Yvonne Parasuraman is a financial adviser based in Wantirna, Victoria, with 11 years of experience in the financial services industry. Yvonne is currently authorised under Consultum Financial Advisers Pty Ltd. Yvonne 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 Limited. Yvonne is a member of Financial Advice Association of Australia (FAAA) and Financial Planner AFP (FPA).

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

1990

Bachelor Arts (Economics)

University of Madras

1997

Bachelor of Education

Annamalai University

2012

Diploma Financial Service (Financial Planning)

Kaplan Professional

2016

Advanced Diploma Financial Planning

Integrity Education Group

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

2021

5 unit CFP Certification Program

Financial Planning Association of Australia Limited

2021

Certified Financial Planner

Financial Planning Association of Australia Limited

Registration History

Consultum Financial Advisers Pty Ltd

Jun 2021 - Present Current

GWM ADVISER SERVICES PTY LTD

Jul 2017 - May 2021 Ceased

Akumin Financial Planning Pty Limited

Oct 2015 - May 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