Suhal Naser
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000249753
- Location
- Sydney NSW 2000
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 18 July 2014
- First provided advice
- 1997
- Qualifications
- Graduate Diploma of Financial Planning, Finsia (2006); Diploma of Financial Services (Finance/Mortgage Broking Management), AAMC Training Group (2012); Margin Lending, Kaplan Higher Education Pty Limited (2015)
- 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
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Suhal Naser
On the Financial Advisers Register kept by ASIC, Suhal Naser appears as a current financial adviser in Sydney, New South Wales, adviser number 000249753.
Suhal provides advice as an authorised representative of Charter Financial Planning Limited, which holds Australian financial services licence 234665. The current authorisation started on 18 July 2014.
The register records 1997 as the year Suhal first provided financial advice. The qualifications listed for Suhal include Graduate Diploma of Financial Planning (Finsia, 2006), Diploma of Financial Services (Finance/Mortgage Broking Management) (AAMC Training Group, 2012) and Margin Lending (Kaplan Higher Education Pty Limited, 2015).
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.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Suhal Naser a registered financial adviser?
Yes. Suhal Naser is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000249753.
Which licensee does Suhal Naser work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Suhal Naser 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. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."