Saurabh Patel – Financial Adviser

Adviser identifying number: 1001825
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010

Name of the licence holder: LINK ADVICE PTY LTD
Licence number: 258145
Licensee’s ABN: 36105811836

The date the Financial Adviser commenced the appointment: 09/10/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LINK ADVICE PTY LTD
Authorised Representative identifying number: 258145
Authorised Representative’s ABN: 36105811836

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Contact phone number:
Working hours:

Relevant qualifications and training:

  • Bachelor of Commerce (Accounting Major) – Mumbai University
  • Diploma of Financial Planning – AIFA Institute
  • Masters of Business and Commerce (Finance Major) – University of New South Wales

Relevant memberships of professional bodies or industry associations:

Saurabh Patel 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