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