SURINDER SINGH

Financial Adviser Ā· Adelaide, SA

Registered

Registration Number

001235525

Registration Status

Registered

Location

Adelaide, SA 5000

Providing Advice Since

2014

Registration Date

27/09/2016

Financial Services Licensee

MATRIX PLANNING SOLUTIONS LIMITED

Licence #000238256

šŸ“š Qualifications & Training

2003 - Diploma of Financial Planning - Diploma (AQF 5) - Securities Institute of Australia
2012 - Masters of Commerce (Financial Planning) - Masters Degree (AQF 9) - University of Western Sydney
2020 - Ethics and Professionalism in Financial Advice Course (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education

šŸ¢ Professional Memberships

Financial Advice Association of Australia (FAAA)

ā„¹ļø What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.