Nalin Bernard Perera – Financial Adviser

Adviser identifying number: 436221
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013

Name of the licence holder: ACCOUNTABLE FINANCIAL SOLUTIONS PTY LTD
Licence number: 409424
Licensee’s ABN: 36146520390
Licence controlled by: ACCOUNTABLE FINANCIAL SOLUTIONS PTY LTD

The date the Financial Adviser commenced the appointment: 18/03/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ACCOUNTABLE FINANCIAL SOLUTIONS PTY LTD
Authorised Representative identifying number: 409424
Authorised Representative’s ABN: 36146520390

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:

  • Advice in Life Insurance – AAMC
  • Bachelor of Business (Acccounting) – University of Western Sydney
  • Bachelor of Taxation – University of NSW
  • Personal Financial Planning and Superannuation(CPA110) and the CPA Client Relationship Training – CPA Australia

Relevant memberships of professional bodies or industry associations:

Nalin Bernard Perera is authorised to provide advices on following products:

  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Superannuation