Sonali Shah
Financial Adviser in Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001005972
- Location
- Perth WA 6000
- Licensee
- Aware Financial Services Australia Limited (AFSL 238430)
- Authorised since
- 1 February 2021
- First provided advice
- 2012
- Qualifications
- Bachelor of Commerce, University of Mumbai (India) (2001); Diploma of Financial Services (Financial Planning), Kaplan Professional Education (2012); Advanced Diploma of Financial Planning, Kaplan Professional Education (2013); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2019)
- 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
- Restriction
- Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
- Tax (financial) advice
- Yes
- Register status
- Current
About Sonali Shah
Sonali Shah is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Perth, Western Australia (adviser number 001005972).
Sonali provides advice as an authorised representative of Aware Financial Services Australia Limited, which holds Australian financial services licence 238430. The current authorisation started on 1 February 2021.
According to the register, Sonali first provided financial advice in 2012. Qualifications and training on file include Bachelor of Commerce (University of Mumbai (India), 2001), Diploma of Financial Services (Financial Planning) (Kaplan Professional Education, 2012) and Advanced Diploma of Financial Planning (Kaplan Professional Education, 2013). Sonali is recorded as a member of Financial Advice Association of Australia (FAAA).
Sonali 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.
A further restriction is recorded on the register: “Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.”
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Questions people ask
Is Sonali Shah a registered financial adviser?
Yes. Sonali Shah is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005972.
Which licensee does Sonali Shah work under?
Aware Financial Services Australia Limited, Australian financial services licence 238430.
What can Sonali Shah 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. It also records this restriction: "Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list."