DAVID BASHA (Adviser# 001005942) 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 August 1, 2018.
| Register Name | Financial Advisers |
| Adviser Name | DAVID BASHA |
| Adviser Number | 001005942 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1998 |
| Financial Service (AFS) Licence |
Licence# 000503883 CEDAR ASSET MANAGEMENT PTY LTD |
| Licence Controlled By | David John BASHA |
| Adviser Start Date | 2018-08-01 |
| Appointing Representative Name | CEDAR ASSET MANAGEMENT PTY LTD |
| Appointing Representative Number | 000503883 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce | University of Western Sydney |
| Financial Advising Essentials | C4 - Securities Institute Education |
| Graduate Diploma in Applied Finance and Investment | Securities Institute Education |
| Margin Lending Accreditation Program | Stockbrokers Association of Australia |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000503883 |
CEDAR ASSET MANAGEMENT PTY LTD
Licence controlled by: David John BASHA |
2018-08-01 - | CEDAR ASSET MANAGEMENT PTY LTD |
| 000429718 |
LIBERTAS FINANCIAL PLANNING PTY LTD
Further restrictions: Superannuation - including Self-Managed Superannuation Funds |
2016-04-01 - 2018-08-01 | LIBERTAS FINANCIAL PLANNING PTY LTD |
| 000240813 |
MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Licence controlled by: MORGAN STANLEY SMITH BARNEY HOLDINGS LLC Further restrictions: Derivatives: Authorised to provide personal financial product advice to retail clients as a Level 2 ASIC Accredited Derivatives Adviser for Exchanged Traded Options. |
2011-01-24 - 2016-03-31 | MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD |
| 000237504 |
MACQUARIE EQUITIES LIMITED
Licence controlled by: MACQUARIE GROUP LIMITED |
2010-03-30 - 2011-01-10 |
| Licence Name | CEDAR ASSET MANAGEMENT PTY LTD |
| Licence Number | 000503883 |
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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.