KHALID NAEEM AHMAD


Licensee: AURA WEALTH PTY LTD.

KHALID NAEEM AHMAD (Adviser# 001236728) 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 June 7, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name KHALID NAEEM AHMAD
Adviser Number 001236728
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser ABN 21275898528
Adviser First Advice Year 2015
Financial Service (AFS) Licence Licence# 000380552
AURA WEALTH PTY LTD.
Licence ABN 34122486935
Licence Controlled By AURA GROUP PTY LTD
BARRY PARKER [Date Ceased: 13/07/2017]
Adviser Start Date 2018-06-07
Appointing Representative Name AURA WEALTH PTY LTD.
Appointing Representative Number 000380552
Appointing Representative ABN 34122486935
Memberships Mortgage & Finance Association of Australia (MFAA)

Authorisations to provide financial product advice

  • KHALID NAEEM AHMAD
  • ·
  • Life Product Life Risk Insurance

Qualifications and training history

Qualification / Degree Institute / School
Cert IV in Finance & Mortgage Broking AAMC
Diploma of Financial Planning Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000380552 AURA WEALTH PTY LTD.
Licence controlled by: AURA GROUP PTY LTD ~ BARRY PARKER [Date Ceased: 13/07/2017]
2018-06-07 - AURA WEALTH PTY LTD.
000409424 ACCOUNTABLE FINANCIAL SOLUTIONS PTY LTD
Licence controlled by: ACCOUNTABLE FINANCIAL SOLUTIONS PTY LTD [Date Ceased: 03/11/2017] ~ Aura Group Holdings Pte. Ltd
Further restrictions: General Advice Only
2017-12-12 - 2018-06-06 ACCOUNTABLE FINANCIAL SOLUTIONS PTY LTD
000239687 CHUBB INSURANCE AUSTRALIA LTD
Licence controlled by: CHUBB HOLDINGS AUSTRALIA PTY LIMITED ~ CHUBB INA INTERNATIONAL HOLDINGS LIMITED ~ CHUBB LIMITED
2015-10-29 - 2016-04-23 KHALID NAEEM AHMAD

Licensee Information

Licence Name AURA WEALTH PTY LTD.
Licence Number 000380552
Licence ABN 34122486935

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
DANIEL ROBERT UDEN Aura Wealth Pty Ltd. Current 2018-08-14
JUAN BRAN Aura Wealth Pty Ltd. Current 2018-08-14
IMMANUEL SARKIS Aura Wealth Pty Ltd. Current 2018-07-13
EDWARD HARRIS Aura Wealth Pty Ltd. Current 2018-07-09
CLINTON MICHAEL LINDQVIST Aura Wealth Pty Ltd. Current 2018-07-04
ANDREW COLORETTI Aura Wealth Pty Ltd. Current 2018-07-02
PASQUALE ROCCA Aura Wealth Pty Ltd. Current 2018-07-02
MICHAEL SIK Aura Wealth Pty Ltd. Current 2018-06-22
JOHN KALLA Aura Wealth Pty Ltd. Current 2018-06-18
TRACY ANNE CAMM Aura Wealth Pty Ltd. Current 2018-06-06

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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.