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.
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) |
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Qualification / Degree | Institute / School |
---|---|
Cert IV in Finance & Mortgage Broking | AAMC |
Diploma of Financial Planning | Kaplan |
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 |
Licence Name | AURA WEALTH PTY LTD. |
Licence Number | 000380552 |
Licence ABN | 34122486935 |
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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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.