Surinder Singh
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001235525
- Location
- Adelaide SA 5000
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 27 September 2016
- First provided advice
- 2014
- Qualifications
- Diploma of Financial Planning, Securities Institute of Australia (2003); Masters of Commerce (Financial Planning), University of Western Sydney (2012); Ethics and Professionalism in Financial Advice Course (FPC002B), Kaplan Higher Education (2020)
- 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 Surinder Singh
On the Financial Advisers Register kept by ASIC, Surinder Singh appears as a current financial adviser in Adelaide, South Australia, adviser number 001235525.
Advice is given under the Australian financial services licence of Matrix Planning Solutions Limited, licence number 238256. The current authorisation started on 27 September 2016.
According to the register, Surinder first provided financial advice in 2014. The qualifications listed for Surinder include Diploma of Financial Planning (Securities Institute of Australia, 2003), Masters of Commerce (Financial Planning) (University of Western Sydney, 2012) and Ethics and Professionalism in Financial Advice Course (FPC002B) (Kaplan Higher Education, 2020). Professional memberships recorded: 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 Surinder Singh a registered financial adviser?
Yes. Surinder Singh is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001235525.
Which licensee does Surinder Singh work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Surinder Singh 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.