MOHIT GOYAL (Adviser# 000456202) 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 July 24, 2017.
| Register Name | Financial Advisers |
| Adviser Name | MOHIT GOYAL |
| Adviser Number | 000456202 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2007 |
| Financial Service (AFS) Licence |
Licence# 000496089 MG WEALTH ADVISORS PTY LTD |
| Licence Controlled By | Mohit GOYAL |
| Adviser Start Date | 2017-07-24 |
| Appointing Representative Name | MG WEALTH MANAGEMENT PTY LTD |
| Appointing Representative Number | 000456203 |
| Appointing Representative ABN | 76168534889 |
| Memberships | Association of Financial Advisers (AFA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Services (Financial Planning) | Pinnacle Financial Services Academy Pty Ltd |
| Bachelor of Commerce | University of Delhi |
| Diploma of Financial Services (Financial Planning) | Pinnacle Financial Services Academy Pty Ltd |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000496089 |
MG WEALTH ADVISORS PTY LTD
Licence controlled by: Mohit GOYAL |
2017-07-24 - | MG WEALTH MANAGEMENT PTY LTD |
| 000496089 |
MG WEALTH ADVISORS PTY LTD
Licence controlled by: Mohit GOYAL |
2017-07-21 - 2017-07-23 | MG WEALTH ADVISORS PTY LTD |
| 000234665 |
CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives. |
2014-04-09 - 2017-07-21 | CHARTER FINANCIAL PLANNING LIMITED |
| 000234527 |
AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED |
2007-10-01 - 2013-10-30 |
| Licence Name | MG WEALTH ADVISORS PTY LTD |
| Licence Number | 000496089 |
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| 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.