SAPAN VERMA (Adviser# 001255864) 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 2, 2018.
| Register Name | Financial Advisers |
| Adviser Name | SAPAN VERMA |
| Adviser Number | 001255864 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2005 |
| Financial Service (AFS) Licence |
Licence# 000233209 MODORAS PTY LTD |
| Licence ABN | 86068034908 |
| Adviser Start Date | 2018-07-02 |
| Appointing Representative Name | RJS WEALTH MANAGEMENT PTY LTD |
| Appointing Representative Number | 000438158 |
| Appointing Representative ABN | 24156207126 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Graduate Certificate in Financial Planning | Finsia |
| Post Graduate Diploma in Accounting | Macquarie University |
| Tier 1 Margin Lending | Personal Advice - Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000233209 | MODORAS PTY LTD | 2018-07-02 - | RJS WEALTH MANAGEMENT PTY LTD |
| 000323729 | ACTOCUE PTY LTD | 2017-06-28 - 2018-07-02 | ACTOCUE PTY LTD |
| 000240813 |
MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Licence controlled by: MORGAN STANLEY SMITH BARNEY HOLDINGS LLC |
2012-03-01 - 2014-04-30 |
| Licence Name | MODORAS PTY LTD |
| Licence Number | 000233209 |
| Licence ABN | 86068034908 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| KATRINA PULBROOK | Modoras Pty Ltd | Current | 2018-07-02 |
| DAVID TYRRELL ARMSTRONG | Modoras Pty Ltd | Current | 2018-01-15 |
| IAN MATTHEW FOX | Modoras Pty Ltd | Current | 2017-10-03 |
| ALYSIA IVY TAINTON | Modoras Pty Ltd | Current | 2017-05-31 |
| KATERINA SOUSALIS | Modoras Pty Ltd | Current | 2003-10-01 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| KATRINA PULBROOK | Modoras Pty Ltd | Current | 2018-07-02 |
| DAVID TYRRELL ARMSTRONG | Modoras Pty Ltd | Current | 2018-01-15 |
| IAN MATTHEW FOX | Modoras Pty Ltd | Current | 2017-10-03 |
| ALYSIA IVY TAINTON | Modoras Pty Ltd | Current | 2017-05-31 |
| KATERINA SOUSALIS | Modoras Pty Ltd | Current | 2003-10-01 |
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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.