Girish Verma
Financial Adviser in Box Hill, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000343273
- Location
- Box Hill VIC 3128
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 1 June 2016
- First provided advice
- 2010
- Qualifications
- Diploma of Financial Services (Financial Planning), Financial Services Training & Assessment Pty Limited (2009); Self Managed Superannuation Funds, Financial Essentials (2011)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA); Mortgage & Finance Association of Australia (MFAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- not authorised to provide self managed superannuation advice
- Tax (financial) advice
- Yes
- Register status
- Current
About Girish Verma
Girish Verma is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Box Hill, Victoria (adviser number 000343273).
The licensee Girish advises under is Alliance Wealth Pty Ltd (AFS licence 449221). That authorisation dates from 1 June 2016.
According to the register, Girish first provided financial advice in 2010. The qualifications listed for Girish include Diploma of Financial Services (Financial Planning) (Financial Services Training & Assessment Pty Limited, 2009) and Self Managed Superannuation Funds (Financial Essentials, 2011). Professional memberships recorded: CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and Mortgage & Finance Association of Australia (MFAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “not authorised to provide self managed superannuation advice.”
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Questions people ask
Is Girish Verma a registered financial adviser?
Yes. Girish Verma is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000343273.
Which licensee does Girish Verma work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Girish Verma give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "not authorised to provide self managed superannuation advice."