Natarajan Balakrishnan
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000409415
- Location
- Sydney NSW 2000
- Licensee
- Laverne Capital Pty Ltd (AFSL 482937)
- Authorised since
- 17 September 2019
- First provided advice
- 2012
- Qualifications
- Master of Management Sciences, PSG College of Technology (1975); Diploma of Financial Services (Financial Planning), Mentor Education Pty Ltd (2010); Advanced Diploma of Financial Services (Financial Planning), Mentor Education Pty Ltd (2014); Specialist SMSF Course, Cavendish (2014); Diploma of Finance & Mortgage Broking Management, AAMC Training Group (2017)
- Memberships
- AUSTRALIAN FINANCIAL COMPLAINTS AUTHORITY(AFCA) 64688; Financial Advice Association of Australia (FAAA); TAX PRACTITIONERS BOARD (TPB) 25685708
- 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 Natarajan Balakrishnan
Natarajan Balakrishnan is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 000409415).
Natarajan provides advice as an authorised representative of Laverne Capital Pty Ltd, which holds Australian financial services licence 482937. That authorisation dates from 17 September 2019.
The register records 2012 as the year Natarajan first provided financial advice. The qualifications listed for Natarajan include Master of Management Sciences (PSG College of Technology, 1975), Diploma of Financial Services (Financial Planning) (Mentor Education Pty Ltd, 2010) and Advanced Diploma of Financial Services (Financial Planning) (Mentor Education Pty Ltd, 2014). Natarajan is recorded as a member of AUSTRALIAN FINANCIAL COMPLAINTS AUTHORITY(AFCA) 64688, Financial Advice Association of Australia (FAAA) and TAX PRACTITIONERS BOARD (TPB) 25685708.
The authorisation covers advice 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 Natarajan Balakrishnan a registered financial adviser?
Yes. Natarajan Balakrishnan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000409415.
Which licensee does Natarajan Balakrishnan work under?
Laverne Capital Pty Ltd, Australian financial services licence 482937.
What can Natarajan Balakrishnan 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.