Financial Adviser
· BALCATTA, WA
Jeevanjot Kaur
No disciplinary history on record with ASIC
BALCATTA,
WA
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001298017
About Jeevanjot Kaur
Jeevanjot Kaur is a financial adviser based in Balcatta, Western Australia, with 3 years of experience in the financial services industry since 2023. Jeevanjot is currently authorised under Gill And Co Advisory, operating through Uplift Wealth Group. Jeevanjot holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jeevanjot's qualifications include a Master of Financial Planning from Kaplan. Jeevanjot 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
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2016
Bachelor of Commerce
Curtin University
2020
Graduate Diploma of Financial Planning
Kaplan Professional
2024
Master of Financial Planning
Kaplan
Registration History
Not authorised to provide advice on self-managed super funds (SMSF) and Margin Lending.
Source: ASIC Financial Advisers Register