Kamalpreet Singh Sarai – Financial Adviser
Adviser identifying number: 236866
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003
Name of the licence holder: MODORAS PTY LTD
Licence number: 233209
Licensee’s ABN: 86068034908
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/10/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MODORAS PTY LTD
Authorised Representative identifying number: 233209
Authorised Representative’s ABN: 86068034908
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:
- Certificate IV Mortgage Broking – Kaplan Professional
- Certificate IV Mortgage Broking – Kaplan Professional
- Certified Financial Planner – Financial Planning Association of Australia
- Certified Financial Planner – Financial Planning Association of Australia
- Diploma of Financial Planning – Deakin University
- Diploma of Financial Planning – Deakin University
- Double Degree in International Business and Commerce – Griffith University
- Double Degree in International Business and Commerce – Griffith University
- Graduate of the Australian Institute of Company Directors – Australian Institute of Company Directors
- Graduate of the Australian Institute of Company Directors – Australian Institute of Company Directors
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- Financial Planning Association of Australia (FPA)
Kamalpreet Singh Sarai is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit 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
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility