PRERAK PATEL

Licensee: PRERAK PATEL

PRERAK PATEL (Adviser# 001258714) 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 14, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name PRERAK PATEL
Adviser Number 001258714
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser ABN 83605057998
Adviser First Advice Year 2017
Financial Service (AFS) Licence Licence# 000484996
PRERAK PATEL
Adviser Start Date 2016-06-14
Appointing Representative Name PRERAK PATEL
Appointing Representative Number 000484996
Memberships Chartered Accountants Australia and New Zealand (CA)

Authorisations to provide financial product advice

  • PRERAK PATEL
  • ·
  • Superannuation Self Managed
  • ·
  • Superannuation Existing Holding
  • ·
  • Product Class Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce Gujarat University
Chartered Accountant ICAANZ
Chartered Accountant ICAI
SMSF Auditor Competency Exam Assessment Services Pty Ltd

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000484996 PRERAK PATEL 2016-06-14 - PRERAK PATEL

Licensee Information

Licence Name PRERAK PATEL
Licence Number 000484996

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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.