Dev Singh Purain – Financial Adviser

Adviser identifying number: 431782
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012

Name of the licence holder: CHARTER FINANCIAL PLANNING LIMITED
Licence number: 234665
Licensee’s ABN: 35002976294
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]

The date the Financial Adviser commenced the appointment: 17/12/2015
The date the Financial Adviser ceased the appointment: 18/05/2016
Name of the Authorised Representative: CHARTER FINANCIAL PLANNING LIMITED
Authorised Representative identifying number: 000234665
Authorised Representative’s ABN: 35002976294

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

  • Advanced Diploma of Financial Planning – Kaplan Professional Education
  • Diploma of Financial Services (Financial Planning) – Kaplan Professional Education
  • Fellow Chartered Financial Practitioner – Association of Financial Advisers
  • Margin Lending and Geared Investments – Kaplan
  • Self Managed Superannuation Funds – Kaplan

Relevant memberships of professional bodies or industry associations:

  • Association of Financial Advisers (AFA)
  • CPA Australia (CPA)

Dev Singh Purain is authorised to provide advices on following products: