Paramjit Singh Sarai – Financial Adviser
Adviser identifying number: 236868
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 in Financial Services (Finance/Mortgage Broking) – The National Finance Institute
- Certificate IV in Financial Services (Finance/Mortgage Broking) – The National Finance Institute
- Margin Lending and Geared Investments – Kaplan Professional
- Margin Lending and Geared Investments – Kaplan Professional
- Masters Degree in Applied Finance – University of Western Sydney
- Masters Degree in Applied Finance – University of Western Sydney
Relevant memberships of professional bodies or industry associations:
- Finance Brokers Association of Australia
- Finance Brokers Association of Australia
- SMSF Association
- SMSF Association
Paramjit 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