Kamalpreet Singh Sarai
Financial Adviser in Upper Mount Gravatt, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000236866
- Location
- Upper Mount Gravatt QLD 4122
- Licensee
- Actocue Pty Ltd (AFSL 323729); Modoras Pty Ltd (AFSL 233209)
- Authorised since
- 1 May 2008
- First provided advice
- 2003
- Qualifications
- 8 Unit Diploma of Financial Planning, Financial Planning Association of Australia Limited (2004); Double Degree in International Business & Commerce, Griffith University (2004); 5 Unit CFP Certification Program, Financial Planning Association of Australia Limited (2008); Certificate IV Mortgage Broking, Kaplan Professional (2012); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020)
- Memberships
- Australian Institute of Company Directors (AICD); Financial Advice Association of Australia (FAAA); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Kamalpreet Singh Sarai
Kamalpreet Singh Sarai is a financial adviser in Upper Mount Gravatt, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000236866.
The licensee Kamalpreet advises under is Actocue Pty Ltd (AFS licence 323729). The register also lists Modoras Pty Ltd (licence 233209). That authorisation dates from 1 May 2008.
According to the register, Kamalpreet first provided financial advice in 2003. Qualifications and training on file include 8 Unit Diploma of Financial Planning (Financial Planning Association of Australia Limited, 2004), Double Degree in International Business & Commerce (Griffith University, 2004) and 5 Unit CFP Certification Program (Financial Planning Association of Australia Limited, 2008). Kamalpreet is recorded as a member of Australian Institute of Company Directors (AICD), Financial Advice Association of Australia (FAAA) and SMSF Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds and retirement savings accounts, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Kamalpreet Singh Sarai a registered financial adviser?
Yes. Kamalpreet Singh Sarai is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000236866.
Which licensee does Kamalpreet Singh Sarai work under?
Actocue Pty Ltd, Australian financial services licence 323729 and Modoras Pty Ltd, Australian financial services licence 233209.
What can Kamalpreet Singh Sarai give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.