PRAVEENA SURENDRAN


Licensee: PITCHER PARTNERS SYDNEY WEALTH MANAGEMENT PTY LTD

PRAVEENA SURENDRAN (Adviser# 001258207) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is September 11, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name PRAVEENA SURENDRAN
Adviser Number 001258207
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2017
Financial Service (AFS) Licence Licence# 000336950
PITCHER PARTNERS SYDNEY WEALTH MANAGEMENT PTY LTD
Licence ABN 85135817766
Adviser Start Date 2017-09-11
Appointing Representative Name PITCHER PARTNERS SYDNEY WEALTH MANAGEMENT PTY LTD
Appointing Representative Number 000336950
Appointing Representative ABN 85135817766
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • PRAVEENA SURENDRAN
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
B. App Finance Macquairie University
CFP 1- 4 The Financial Planning Association of Australia
Diploma of Financial Planning Kaplan Profssional

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000336950 PITCHER PARTNERS SYDNEY WEALTH MANAGEMENT PTY LTD 2017-09-11 - PITCHER PARTNERS SYDNEY WEALTH MANAGEMENT PTY LTD

Licensee Information

Licence Name PITCHER PARTNERS SYDNEY WEALTH MANAGEMENT PTY LTD
Licence Number 000336950
Licence ABN 85135817766

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ANDREW WILSON Pitcher Partners Sydney Wealth Management Pty Ltd Current 2017-03-16
BORIS PAVLICEVIC Pitcher Partners Sydney Wealth Management Pty Ltd Ceased 2017-02-20
SIDNEY CACHUELA Pitcher Partners Sydney Wealth Management Pty Ltd Ceased 2016-12-23
HUGH MAXWELL TAYLOR Pitcher Partners Sydney Wealth Management Pty Ltd Current 2016-08-26
TING TING CHEN Pitcher Partners Sydney Wealth Management Pty Ltd Current 2016-07-13
LOUISE TERESE MEIJER Pitcher Partners Sydney Wealth Management Pty Ltd Current 2016-07-12
JAMIE GRANT ARNOTT Pitcher Partners Sydney Wealth Management Pty Ltd Current 2016-05-06
JORDAN KENNEDY Pitcher Partners Sydney Wealth Management Pty Ltd Current 2015-11-16
DAVID SCOTT MCGILL Pitcher Partners Sydney Wealth Management Pty Ltd Current 2010-07-19
MARTIN JAMES FOWLER Pitcher Partners Sydney Wealth Management Pty Ltd Current 2009-06-18

Competitor

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.