Parveer Bassi

Investment Style

Services and Specialties

No items found.

Industry Experience

Parveer commenced in the financial services industry with Morgans in 2016.‍

As a member of the Morgans Fixed Interest team, Parveer works closely with Steven Wright (Director – Fixed Interest) to assist corporate and financial services organisations seeking to raise ASX-listed debt and hybrid capital. Parveer provides fixed income analysis and reporting for all ASX-listed debt and hybrid capital transactions delivered to the Morgans network.‍ Parveer also assists in overseeing the term deposit and cash account services for the Morgans network.

Sectors Covered

Parveer Bassi's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

FPC006 Taxation for Financial Planning

FPC001B Economic and Legal Context for Financial Planning

FPC007B Client Engagement Skills

Tier 1 Managed Investments - Personal Advice

Tier 1 Generic Knowledge

Tier 1 Securities - Personal Advice

Bachelor of Commerce

Ethics and Professional Relationships

Bachelor of International Business

Associations

Member of Stockbrokers and Investment Advisers Association (MeSIAA)

Competencies

Generic

Managed Investments

Securities