Shreyas Dugar

Name: Shreyas Dugar
ID: 1260018
ABN: 50845747909
First Provided Advice: 2016
Restrictions: (a) provide financial product advice for the following classes of financial products: (i) superannuation limited to: (A) self-managed superannuation fund; (B) a person s existing holding in a superannuation product but only to the extent required for: (1) making a recommendation that the person establish a self-managed superannuation fund; and (2) providing advice to the person on contributions or pensions under a superannuation product; (b) provide class of financial product advice for the following classes of financial products: (i) deposit and payment products limited to: (A) basic deposit products; (ii) general insurance products; (iii) life products limited to: (A) life risk insurance products; (iv) simple managed investment schemes; (v) securities; and (vi) superannuation; and (c) deal in a financial product by: (i) arranging for another person to issue, applyAustralian Financial Services LicenseeTAXPERTS PTY LTDAFS Licence Number 48677520/09/2017 AEST 17:21:12 2Licence Authorisation Conditions for, acquire, vary or dispose of a financial product in respect of the following classes of financial products: (A) superannuation limited to: (1) self-managed superannuation fund; and (ii) arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products: (A) superannuation limited to: (1) self-managed superannuation fund; to retail clients.

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

2016 - Accountants Strategic Advice - - Integrity Education Group

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

Browse by name

Shreyas Dugar

Qualifications

Memberships

Licencee

Taxperts Pty ltd (#486775) Current from Nov. 15, 2016

Skills