Financial Adviser
· OSBORNE PARK, WA
Aldis Purins
No disciplinary history on record with ASIC
37
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000226088
Aldis Purins is a financial adviser based in Osborne Park, Western Australia, with 37 years of experience in the financial services industry. Aldis is currently authorised under Consultum Financial Advisers Pty Ltd. Aldis 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. Aldis 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
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1992
Diploma of Financial Planning
Financial Planning Association of Australia Limited
1994
Certified Financial Planner
Financial Planning Association of Australia Limited
2002
Specialist Knowledge Area Securities & Derivatives
Integratec
2010
Margin Lending and Geared Investments
Kaplan Professional Education
Registration History
WESTERN PACIFIC FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register