- Home
- Financial Advisers Australia (FAA)
- Palminder Sodhi
Palminder Sodhi
- Name
- Palminder Sodhi
- ID
- 1296501
- ABN
- –
- First Provided Advice
- 2022
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 1999 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Western Sydney
- 1999 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia in Co-Operation with Deakin University
- 2004 - Master of Financial Planning - Masters Degree (AQF 9) - University of the Sunshine Coast
- 2012 - Master of Business Administration (Executive) - Masters Degree (AQF 9) - University of New South Wales
- 2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
Licencee
- Status
- Ceased
- Licence Holder
- Fortnum Advice Pty Ltd (#519190)
- Commenced
- July 1, 2023
- Ceased
- Nov. 29, 2023
- Status
- Ceased
- Licence Holder
- Interprac Financial Planning Pty Ltd (#246638)
- Commenced
- Jan. 27, 2022
- Ceased
- May 4, 2023
- Status
- Current
- Licence Holder
- Interprac Financial Planning Pty ltd (#246638)
- Commenced
- Aug. 13, 2024
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities