Shweta Mittal – Financial Adviser

Adviser identifying number: 429417
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012

Name of the licence holder: APOGEE FINANCIAL PLANNING LIMITED
Licence number: 230689
Licensee’s ABN: 28056426932
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED

The date the Financial Adviser commenced the appointment: 12/10/2012
The date the Financial Adviser ceased the appointment: 31/01/2013
Name of the Authorised Representative: SHWETA MITTAL
Authorised Representative identifying number: 000429417
Authorised Representative’s ABN:

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:

• AMP Planner Essentials School – AMP
• Bachelor of Business (Accounting) – Victoria University
• CPA Program – CPA Australia
• Diploma in Financial Planning (RG146) – Kaplan Professional
• MLC Advice Business School – MLC

Relevant memberships of professional bodies or industry associations:

• Association of Financial Advisers (AFA)
• CPA Australia (CPA)
• Financial Planning Association of Australia (FPA)
• Institute of Public Accountants (IPA)
• The Tax Institute

Shweta Mittal is authorised to provide advices on following products: