Sheena Kalra Vohra
Financial Adviser in Geelong, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001006588
- Location
- Geelong VIC 3220
- Licensee
- Viridian Advisory Pty Ltd (AFSL 476223)
- Authorised since
- 2 May 2022
- First provided advice
- 2011
- Qualifications
- Bachelor of Commerce, University of Delhi (2004); Diploma in Financial Services (Financial Planning), Investment Banking Institute (2009); Advanced Diploma of Financial Planning, Mentor Education (2015); Aged Care, Kaplan Professional (2021); Master of Financial Planning, Deakin University (2021); SMSF Regulations and Taxation, Kaplan Professional (2022)
- 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 Sheena Kalra Vohra
Sheena Kalra Vohra is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Geelong, Victoria (adviser number 001006588).
Advice is given under the Australian financial services licence of Viridian Advisory Pty Ltd, licence number 476223. The current authorisation started on 2 May 2022.
According to the register, Sheena first provided financial advice in 2011. The qualifications listed for Sheena include Bachelor of Commerce (University of Delhi, 2004), Diploma in Financial Services (Financial Planning) (Investment Banking Institute, 2009) and Advanced Diploma of Financial Planning (Mentor Education, 2015). Sheena is recorded as a member of Financial Advice Association of Australia (FAAA).
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 Sheena Kalra Vohra a registered financial adviser?
Yes. Sheena Kalra Vohra is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001006588.
Which licensee does Sheena Kalra Vohra work under?
Viridian Advisory Pty Ltd, Australian financial services licence 476223.
What can Sheena Kalra Vohra 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.