Ron Malhotra – Financial Adviser

Adviser identifying number: 444468
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012

Name of the licence holder: GPS WEALTH LTD
Licence number: 254544
Licensee’s ABN: 17005482726
Licence controlled by:

The date the Financial Adviser commenced the appointment: 03/10/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: GPS WEALTH LTD
Authorised Representative identifying number: 254544
Authorised Representative’s ABN: 17005482726

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:

• Advanced Diploma of Financial Services(Financial Planning) – Kaplan Professional Education
• Associate CHartered Financial Practitioner (AChFP) – Asia Pacific Financial Services Association
• Masters in Business Adminstration (MBA) – Australian Institute of Business
• Self Managed Super Funds Certification & Advanced SMSF Strategies Certification – Kaplan Professional Education

Relevant memberships of professional bodies or industry associations:

• Association of Financial Advisers (AFA)
• Financial Planning Association of Australia (FPA)

Ron Malhotra is authorised to provide advices on following 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
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility