KONAL DOSHI


Licensee: DIXON AND DOSHI FINANCIAL SERVICES PTY LTD

KONAL DOSHI (Adviser# 001264370) 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 September 27, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name KONAL DOSHI
Adviser Number 001264370
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2016
Financial Service (AFS) Licence Licence# 000487129
DIXON AND DOSHI FINANCIAL SERVICES PTY LTD
Adviser Start Date 2016-09-27
Appointing Representative Name DIXON AND DOSHI FINANCIAL SERVICES PTY LTD
Appointing Representative Number 000487129

Authorisations to provide financial product advice

  • KONAL DOSHI
  • ·
  • Superannuation Self Managed
  • ·
  • Superannuation Existing Holding
  • ·
  • Product Class Superannuation

Qualifications and training history

Qualification / Degree Institute / School
CA SMSf Specialist Accreditation Course University of New South Wales
Graduate Diploma in Taxation Monash University
Graduate Diploma of Chartered Accounting CAANZ
RG146 Training- Financial Planning Kaplan
masters of Business in Professional Accounting Victoria University of technology

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000487129 DIXON AND DOSHI FINANCIAL SERVICES PTY LTD 2016-09-27 - DIXON AND DOSHI FINANCIAL SERVICES PTY LTD
000487129 DIXON AND DOSHI FINANCIAL SERVICES PTY LTD 2015-10-21 - 2016-09-26 KONAL DOSHI

Licensee Information

Licence Name DIXON AND DOSHI FINANCIAL SERVICES PTY LTD
Licence Number 000487129

Competitor

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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.