SYED MUHAMMAD ALI ZAIDI


Licensee: FINANCIAL CIRCLE PTY LTD

SYED MUHAMMAD ALI ZAIDI (Adviser# 001242059) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Ceased. The adviser start date is August 28, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name SYED MUHAMMAD ALI ZAIDI
Adviser Number 001242059
Adviser Role Financial Adviser
Adviser Role Status Ceased
Adviser First Advice Year 2016
Financial Service (AFS) Licence Licence# 000302222
FINANCIAL CIRCLE PTY LTD
Licence ABN 53106702470
Adviser Start Date 2017-08-28
Adviser End Date 2018-01-25
Appointing Representative Name FINANCIAL CIRCLE PTY LTD
Appointing Representative Number 000302222
Appointing Representative ABN 53106702470
Further Restrictions One off licensee approval is required for all products which are either not on the approved product list or Derivatives. This includes Self Managed Super Funds

Authorisations to provide financial product advice

  • SYED MUHAMMAD ALI ZAIDI

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000302222 FINANCIAL CIRCLE PTY LTD
Further restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives. This includes Self Managed Super Funds
2017-08-28 - 2018-01-25 FINANCIAL CIRCLE PTY LTD
000306946 STATE ADVICE PTY LTD
Licence controlled by: PADEJORE PROPRIETARY LIMITED
Further restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives. This includes Self Managed Super Funds
2017-06-28 - 2017-08-25 STATE ADVICE PTY LTD
000433250 WEALTH & RISK MANAGEMENT PTY LTD 2016-12-09 - 2017-06-27 WEALTH & RISK MANAGEMENT PTY LTD
000232706 AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
Further restrictions: MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
2016-05-19 - 2016-10-07 AMP FINANCIAL PLANNING PTY LIMITED
000225200 WYNDHAM VACATION CLUBS SOUTH PACIFIC LTD 2016-05-10 - 2016-05-10 WYNDHAM VACATION CLUBS SOUTH PACIFIC LTD

Licensee Information

Licence Name FINANCIAL CIRCLE PTY LTD
Licence Number 000302222
Licence ABN 53106702470

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MARK WILD Financial Circle Pty Ltd Ceased 2017-10-31
PAUL LONGHI Financial Circle Pty Ltd Ceased 2017-10-13
AMARNATH SEN Financial Circle Pty Ltd Ceased 2017-10-04
AMJATH JAWAHIR MOHAMED Financial Circle Pty Ltd Ceased 2017-08-28

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MARK WILD Financial Circle Pty Ltd Ceased 2017-10-31
PAUL LONGHI Financial Circle Pty Ltd Ceased 2017-10-13
AMARNATH SEN Financial Circle Pty Ltd Ceased 2017-10-04
AMJATH JAWAHIR MOHAMED Financial Circle Pty Ltd Ceased 2017-08-28

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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.