Financial Adviser
· BERWICK, VIC
Amrit Pal Singh Malhotra
No disciplinary history on record with ASIC
BERWICK,
VIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001266128
About Amrit Pal Singh Malhotra
Amrit Pal Singh Malhotra is a financial adviser based in Berwick, Victoria, with 8 years of experience in the financial services industry since 2018. Amrit is currently authorised under R M Capital. Amrit holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Amrit's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Amrit is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2014
Graduate Diploma of Financial Planning
Kaplan Professional
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2022
Self Managed Super Funds
Kaplan Professional
Registration History
Superannuation Authorisation excludes Self Managed Superannuation Funds advice
Source: ASIC Financial Advisers Register