Nishant Puri
Financial Adviser in Mona Vale, New South Wales, Australia
Review Nishant Puri
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 number000327548
- Location
- Mona Vale NSW 2103
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 3 February 2020
- First provided advice
- 2015
- Qualifications
- Bachelor of Commerce (Banking and Finance), Curtin University of Technology (2007); Diploma of Financial Services (Financial Planning), Kaplan Professional (2008); Margin Lending and Geared Investments, Kaplan Professional (2011); SMSF Specialist Advisor Course, NowInfinity (2014)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Nishant Puri
On the Financial Advisers Register kept by ASIC, Nishant Puri appears as a current financial adviser in Mona Vale, New South Wales, adviser number 000327548.
Advice is given under the Australian financial services licence of Lifespan Financial Planning Pty Ltd, licence number 229892. The current authorisation started on 3 February 2020.
The register records 2015 as the year Nishant first provided financial advice. Qualifications and training on file include Bachelor of Commerce (Banking and Finance) (Curtin University of Technology, 2007), Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2008) and Margin Lending and Geared Investments (Kaplan Professional, 2011).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Nishant Puri here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Nishant Puri a registered financial adviser?
Yes. Nishant Puri is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000327548.
Which licensee does Nishant Puri work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Nishant Puri 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; standard margin lending.