Amrit Pal Singh Malhotra
Financial Adviser in Berwick, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001266128
- Location
- Berwick VIC 3806
- Licensee
- R M Capital Pty Ltd (AFSL 221938)
- Authorised since
- 16 November 2021
- First provided advice
- 2018
- Qualifications
- Graduate Diploma of Financial Planning, Kaplan Professional (2014); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019); Self Managed Super Funds, Kaplan Professional (2022)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Amrit Pal Singh Malhotra
Amrit Pal Singh Malhotra is a financial adviser in Berwick, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001266128.
The licensee Amrit advises under is R M Capital Pty Ltd (AFS licence 221938). The current authorisation started on 16 November 2021.
According to the register, Amrit first provided financial advice in 2018. The qualifications listed for Amrit include Graduate Diploma of Financial Planning (Kaplan Professional, 2014), Ethics and Professionalism in Financial Advice (Kaplan Professional, 2019) and Self Managed Super Funds (Kaplan Professional, 2022). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Amrit is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Amrit Pal Singh Malhotra a registered financial adviser?
Yes. Amrit Pal Singh Malhotra is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001266128.
Which licensee does Amrit Pal Singh Malhotra work under?
R M Capital Pty Ltd, Australian financial services licence 221938.
What can Amrit Pal Singh Malhotra give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.