Shivi Malik
Financial Adviser in Bella Vista, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000315237
- Location
- Bella Vista NSW 2153
- Licensee
- Templestone Financial Services Pty Ltd (AFSL 523831)
- Authorised since
- 20 April 2021
- First provided advice
- 2008
- Qualifications
- Graduate Diploma in Financial Planning, University of the Sunshine Coast (2009); Self Managed Superannuation Funds, Kaplan (2012)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Shivi Malik
Shivi Malik is a financial adviser in Bella Vista, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000315237.
Advice is given under the Australian financial services licence of Templestone Financial Services Pty Ltd, licence number 523831. That authorisation dates from 20 April 2021.
According to the register, Shivi first provided financial advice in 2008. The qualifications listed for Shivi include Graduate Diploma in Financial Planning (University of the Sunshine Coast, 2009) and Self Managed Superannuation Funds (Kaplan, 2012). Shivi 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 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Shivi Malik a registered financial adviser?
Yes. Shivi Malik is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000315237.
Which licensee does Shivi Malik work under?
Templestone Financial Services Pty Ltd, Australian financial services licence 523831.
What can Shivi Malik 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.