Valentina Sokolov – Financial Adviser
Adviser identifying number: 1249417
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016
Name of the licence holder: CGF ONE PTY LTD
Licence number: 306946
Licensee’s ABN: 99008298271
Licence controlled by: PADEJORE PROPRIETARY LIMITED
The date the Financial Adviser commenced the appointment: 26/06/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CGF ONE PTY LTD
Authorised Representative identifying number: 306946
Authorised Representative’s ABN: 99008298271
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 of Arts (Economics and Business Administration – overseas qualification assessed for equivalency by the Department for Victoria Communities
- Diploma of Financial Planning – Kaplan
Relevant memberships of professional bodies or industry associations:
Valentina Sokolov is authorised to provide advices on following products:
- 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