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