Aldis Purins
Financial Adviser in Osborne Park, Western Australia, Australia
Review Aldis Purins
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000226088
- Location
- Osborne Park WA 6017
- Licensee
- Consultum Financial Advisers Pty Ltd (AFSL 230323)
- Authorised since
- 27 September 2016
- First provided advice
- 1989
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia Limited (1992); Certified Financial Planner, Financial Planning Association of Australia Limited (1994); Specialist Knowledge Area Securities & Derivatives, Integratec (2002); Margin Lending and Geared Investments, Kaplan Professional Education (2010)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Aldis Purins
Aldis Purins is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Osborne Park, Western Australia (adviser number 000226088).
The licensee Aldis advises under is Consultum Financial Advisers Pty Ltd (AFS licence 230323). That authorisation dates from 27 September 2016.
According to the register, Aldis first provided financial advice in 1989. The qualifications listed for Aldis include Diploma of Financial Planning (Financial Planning Association of Australia Limited, 1992), Certified Financial Planner (Financial Planning Association of Australia Limited, 1994) and Specialist Knowledge Area Securities & Derivatives (Integratec, 2002). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and retirement savings accounts, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Aldis Purins here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Aldis Purins a registered financial adviser?
Yes. Aldis Purins is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000226088.
Which licensee does Aldis Purins work under?
Consultum Financial Advisers Pty Ltd, Australian financial services licence 230323.
What can Aldis Purins give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.