Preeti Malini Sharma
Financial Adviser in Kellyville Ridge, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001267129
- Location
- Kellyville Ridge NSW 2155
- Licensee
- Advice Assist Australia Pty Ltd (AFSL 496692)
- Authorised since
- 1 April 2024
- First provided advice
- 2018
- Qualifications
- Bachelor of Arts, The University of the South Pacific (1998); CPA Program, CPA Australia (2005); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- CPA Australia (CPA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Preeti Malini Sharma
Preeti Malini Sharma is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Kellyville Ridge, New South Wales (adviser number 001267129).
Preeti provides advice as an authorised representative of Advice Assist Australia Pty Ltd, which holds Australian financial services licence 496692. That authorisation dates from 1 April 2024.
The register records 2018 as the year Preeti first provided financial advice. The qualifications listed for Preeti include Bachelor of Arts (The University of the South Pacific, 1998), CPA Program (CPA Australia, 2005) and Ethics and Professionalism in Financial Advice (Kaplan Professional, 2020). Professional memberships recorded: CPA Australia (CPA).
Preeti is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, 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 Preeti Malini Sharma a registered financial adviser?
Yes. Preeti Malini Sharma is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001267129.
Which licensee does Preeti Malini Sharma work under?
Advice Assist Australia Pty Ltd, Australian financial services licence 496692.
What can Preeti Malini Sharma give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts.