Priya Suresh Bakare
Financial Adviser in Petersham, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001243629
- Location
- Petersham NSW 2049
- Licensee
- Amalgamated Financial Services Pty Ltd (AFSL 407238)
- Authorised since
- 11 April 2024
- First provided advice
- 2016
- Qualifications
- Diploma of Financial Services (Financial Planning), Mentor Education (2010); Advanced Diploma of Financial Planning, Kaplan Professional (2017); Commercial Law Course, Kaplan Professional (2020); Financial Adviser Exam, ACER (2020); Graduate Diploma of Financial Planning, Kaplan Higher Education (2023)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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 Priya Suresh Bakare
Priya Suresh Bakare is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Petersham, New South Wales (adviser number 001243629).
The licensee Priya advises under is Amalgamated Financial Services Pty Ltd (AFS licence 407238). The current authorisation started on 11 April 2024.
The register records 2016 as the year Priya first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Mentor Education, 2010), Advanced Diploma of Financial Planning (Kaplan Professional, 2017) and Commercial Law Course (Kaplan Professional, 2020). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Priya is authorised to advise 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 Priya Suresh Bakare a registered financial adviser?
Yes. Priya Suresh Bakare is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001243629.
Which licensee does Priya Suresh Bakare work under?
Amalgamated Financial Services Pty Ltd, Australian financial services licence 407238.
What can Priya Suresh Bakare 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.