Girish Verma – Financial Adviser

Adviser identifying number: 343273
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010

Name of the licence holder: ALLIANCE WEALTH PTY LTD
Licence number: 449221
Licensee’s ABN: 93161647007
Licence controlled by: CENTREPOINT WEALTH PTY LTD

The date the Financial Adviser commenced the appointment: 01/06/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: F1 FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 1242602
Authorised Representative’s ABN:

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:

  • Diploma of Financial Services (Financial Planning) – Financial Services Training & Assessment Pty Limited
  • Self Managed Superannuation Funds – Financial Essentials

Relevant memberships of professional bodies or industry associations:

  • CPA Australia (CPA)
  • Mortgage & Finance Association of Australia (MFAA)

Girish Verma is authorised to provide advices on following products:

  • 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
  • Superannuation