SHREYAS DUGAR (Adviser# 001260018) 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 November 15, 2016.
| Register Name | Financial Advisers |
| Adviser Name | SHREYAS DUGAR |
| Adviser Number | 001260018 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser ABN | 50845747909 |
| Adviser First Advice Year | 2016 |
| Financial Service (AFS) Licence |
Licence# 000486775 TAXPERTS PTY LTD |
| Licence Controlled By | SHREYAS DUGAR |
| Adviser Start Date | 2016-11-15 |
| Appointing Representative Name | TAXPERTS PTY LTD |
| Appointing Representative Number | 000486775 |
| Memberships | Institute of Public Accountants (IPA) |
| Further Restrictions | (a) provide financial product advice for the following classes of financial products: (i) superannuation limited to: (A) self-managed superannuation fund; (B) a person s existing holding in a superannuation product but only to the extent required for: (1) making a recommendation that the person establish a self-managed superannuation fund; and (2) providing advice to the person on contributions or pensions under a superannuation product; (b) provide class of financial product advice for the following classes of financial products: (i) deposit and payment products limited to: (A) basic deposit products; (ii) general insurance products; (iii) life products limited to: (A) life risk insurance products; (iv) simple managed investment schemes; (v) securities; and (vi) superannuation; and (c) deal in a financial product by: (i) arranging for another person to issue, applyAustralian Financial Services LicenseeTAXPERTS PTY LTDAFS Licence Number 48677520/09/2017 AEST 17:21:12 2Licence Authorisation Conditions for, acq |
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| Qualification / Degree | Institute / School |
|---|---|
| Accountants Strategic Advice | Integrity Education Group |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000486775 |
TAXPERTS PTY LTD
Licence controlled by: SHREYAS DUGAR Further restrictions: (a) provide financial product advice for the following classes of financial products: (i) superannuation limited to: (A) self-managed superannuation fund; (B) a person s existing holding in a superannuation product but only to the extent required for: (1) making a recommendation that the person establish a self-managed superannuation fund; and (2) providing advice to the person on contributions or pensions under a superannuation product; (b) provide class of financial product advice for the following classes of financial products: (i) deposit and payment products limited to: (A) basic deposit products; (ii) general insurance products; (iii) life products limited to: (A) life risk insurance products; (iv) simple managed investment schemes; (v) securities; and (vi) superannuation; and (c) deal in a financial product by: (i) arranging for another person to issue, applyAustralian Financial Services LicenseeTAXPERTS PTY LTDAFS Licence Number 48677520/09/2017 AEST 17:21:12 2Licence Authorisation Conditions for, acq |
2016-11-15 - | TAXPERTS PTY LTD |
| Licence Name | TAXPERTS PTY LTD |
| Licence Number | 000486775 |
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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.