Financial Adviser · SOUTH PERTH, WA

Satinder Kaur

15 Years experience
Tax advice
authorised
ASIC Registered · ADV 001003276

Satinder Kaur is a financial adviser based in South Perth, Western Australia, with 15 years of experience in the financial services industry. Satinder is currently authorised under Fiducian Financial Services Pty Ltd. Satinder 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 Bachelor of Commerce in Business Economics from Panjab Univeristy. Satinder 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2003
Bachelor of Commerce in Business Economics
Panjab Univeristy
2006
Postgraduate Diploma in Business Management
New Delhi Institute of Management
2014
Advanced Diploma of Financial Planning
Kaplan Professional Education
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2025
Accredited Aged Care Professional
Aged Care Steps

Registration History

Oct 2022 - Present Current
Jul 2021 - Sep 2022 Ceased
Jul 2020 - Nov 2020 Ceased
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.
May 2015 - Dec 2019 Ceased
Oct 2011 - Apr 2015 Ceased

Source: ASIC Financial Advisers Register