Gajan Sundaram – Financial Adviser
Adviser identifying number: 439004
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013
Name of the licence holder: BONGIORNO FINANCIAL ADVISERS PTY LTD
Licence number: 238977
Licensee’s ABN: 33058918595
Licence controlled by: BONGIORNO MANAGEMENT SERVICES PTY. LTD.
The date the Financial Adviser commenced the appointment: 01/07/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BONGIORNO FINANCIAL ADVISERS PTY LTD
Authorised Representative identifying number: 238977
Authorised Representative’s ABN: 33058918595
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:
- Bachelor of Commerce (Finance) – Monash University
- Bachelor of Economics – Monash University
- Certificate IV in Finance & Mortgage Broking – Australis College (formerly Intellitrain)
- Diploma of Financial Services (Financial Planning) – Kaplan Professional Education
Relevant memberships of professional bodies or industry associations:
Gajan Sundaram is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation