Yvonne Parasuraman
Financial Adviser in Wantirna, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001236233
- Location
- Wantirna VIC 3152
- Licensee
- Consultum Financial Advisers Pty Ltd (AFSL 230323)
- Authorised since
- 1 June 2021
- First provided advice
- 2015
- Qualifications
- Bachelor Arts (Economics), University of Madras (1990); Bachelor of Education, Annamalai University (1997); Diploma Financial Service (Financial Planning), Kaplan Professional (2012); Advanced Diploma Financial Planning, Integrity Education Group (2016); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020); 5 unit CFP Certification Program, Financial Planning Association of Australia Limited (2021); Certified Financial Planner, Financial Planning Association of Australia Limited (2021)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planner AFP (FPA)
- 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 Yvonne Parasuraman
Yvonne Parasuraman is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Wantirna, Victoria (adviser number 001236233).
Yvonne provides advice as an authorised representative of Consultum Financial Advisers Pty Ltd, which holds Australian financial services licence 230323. The current authorisation started on 1 June 2021.
The register records 2015 as the year Yvonne first provided financial advice. The qualifications listed for Yvonne include Bachelor Arts (Economics) (University of Madras, 1990), Bachelor of Education (Annamalai University, 1997) and Diploma Financial Service (Financial Planning) (Kaplan Professional, 2012). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Financial Planner AFP (FPA).
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 Yvonne Parasuraman a registered financial adviser?
Yes. Yvonne Parasuraman is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001236233.
Which licensee does Yvonne Parasuraman work under?
Consultum Financial Advisers Pty Ltd, Australian financial services licence 230323.
What can Yvonne Parasuraman 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.