Sonny Rahim – Financial Adviser

Adviser identifying number: 1002361
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008

Name of the licence holder: PRIVATE WEALTH ADVISORY PTY LTD
Licence number: 478249
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 04/04/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PREMIA PRIVATE WEALTH PTY LTD
Authorised Representative identifying number: 1240671
Authorised Representative’s ABN: 39606829789

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:

• Bachelor Commerce Accounting & Finance – Curtin University of Technology
• Certificate IV Finance & Mortgage Broking – Kaplan
• Diploma of Financial Services – Mentor Education
• Graduate Diploma Chartered Accountant – Institute Chartered Accountants Australia
• Margin Lending & Geared Investments – Kaplan

Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)

Sonny Rahim 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