Ritu Verma – Financial Adviser

Adviser identifying number: 333820
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009

Name of the licence holder: NATIONAL AUSTRALIA BANK LIMITED
Licence number: 230686
Licensee’s ABN: 12004044937
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED

The date the Financial Adviser commenced the appointment: 20/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: NATIONAL AUSTRALIA BANK LIMITED
Authorised Representative identifying number: 230686
Authorised Representative’s ABN: 12004044937

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 Financial Services (Finance/Mortgage Broking) – Mortgage & Finance Association of Australia (MFAA)
• Diploma of Financial Services (Financial Planning) – ANZIIF
• MBA – Indian Insitute of Planning and Management, Delhi
• SMSF , Margin Lending & Gearing – Kaplan

Relevant memberships of professional bodies or industry associations:

• CFP Certified Financial Planner (FPA)
• CFP ? Certified Financial Planner (FPA)
• Financial Planning Association of Australia (FPA)

Ritu Verma is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Deposit & Payment Products – Non-Cash 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