Financial Adviser
· APPLECROSS, WA
Satendra Varma
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000255362
Satendra Varma is a financial adviser based in Applecross, Western Australia, with 24 years of experience in the financial services industry. Satendra is currently authorised under Finchley & Kent Pty Ltd. Satendra 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.
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
2002
Diploma of Financial Advising
Securities Institute
2015
Self Managed Superannuation Funds
International Institute of Technology
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Derivatives Managed Discretionary Accounts
ACN 130 288 578 PTY LTD
WEALTHSURE PTY LTD
Source: ASIC Financial Advisers Register