Financial Adviser · PERTH, WA

Sonali Shah

14 Years experience

Tax advice
authorised

ASIC Registered · ADV 001005972

Currently at

Sydney, NSW

View firm profile

Sonali Shah is a financial adviser based in Perth, Western Australia, with 14 years of experience in the financial services industry since 2012. Sonali is currently authorised under Aware Financial Services Australia Limited, operating through Aware Super Services. Sonali holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Sonali's qualifications include a Bachelor of Commerce from University of Mumbai (India). Sonali 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 Government Bonds

Restrictions: Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Authorised to provide tax financial advice services

Qualifications and Training

2001

Bachelor of Commerce

University of Mumbai (India)

2012

Diploma of Financial Services (Financial Planning)

Kaplan Professional Education

2013

Advanced Diploma of Financial Planning

Kaplan Professional Education

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Aware Financial Services Australia Limited

Feb 2021 - Present Current

Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Caresuper Advice Pty Ltd

Sep 2019 - Dec 2020 Ceased

Westpac Banking Corporation

May 2012 - Jun 2019 Ceased

Source: ASIC Financial Advisers Register