MINESH KUMAR LAD (Adviser# 000322801) 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 December 8, 2016.
| Register Name | Financial Advisers |
| Adviser Name | MINESH KUMAR LAD |
| Adviser Number | 000322801 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2008 |
| Financial Service (AFS) Licence |
Licence# 000234951 PROFESSIONAL INVESTMENT SERVICES PTY LTD |
| Licence ABN | 11074608558 |
| Licence Controlled By | CENTREPOINT WEALTH PTY LTD |
| Adviser Start Date | 2016-12-08 |
| Appointing Representative Name | PROFESSIONAL INVESTMENT SERVICES PTY LTD |
| Appointing Representative Number | 000234951 |
| Appointing Representative ABN | 11074608558 |
| Memberships | Association of Financial Advisers (AFA) |
| Further Restrictions | Not authorised to give Self Managed Superannuation Fund advice |
|
| Qualification / Degree | Institute / School |
|---|---|
| Diploma of Financial Services (Financial Planning) | Finsai |
| Diploma of Financial Services (Financial Planning) | Mentor |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000234951 |
PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD Further restrictions: Not authorised to give Self Managed Superannuation Fund advice |
2016-12-08 - | PROFESSIONAL INVESTMENT SERVICES PTY LTD |
| 000234951 |
PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD |
2010-06-04 - 2016-12-07 | CLUB LOANS PTY. LTD. |
| 000331128 |
ISELECT LIFE PTY LTD
Licence controlled by: ISELECT LIMITED |
2009-03-04 - 2010-03-31 | |
| 000234665 |
CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] |
2008-03-04 - 2009-02-27 |
| Licence Name | PROFESSIONAL INVESTMENT SERVICES PTY LTD |
| Licence Number | 000234951 |
| Licence ABN | 11074608558 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| RODICA SIMOS | Professional Investment Services Pty Ltd | Current | 2018-06-04 |
| MATTHEW FRANK JOHN MILES | Professional Investment Services Pty Ltd | Current | 2018-02-28 |
| JAK JOHNSTON | Professional Investment Services Pty Ltd | Current | 2018-02-26 |
| WILLIAM KHA | Professional Investment Services Pty Ltd | Current | 2018-02-15 |
| FRANK TSIRIGOTIS | Professional Investment Services Pty Ltd | Current | 2018-02-09 |
| ANUPAMA TEMBE | Professional Investment Services Pty Ltd | Current | 2018-02-09 |
| CATHERINE ODETTE WELLS | Professional Investment Services Pty Ltd | Current | 2018-01-04 |
| ROBYN LEANNE ARNOLD | Professional Investment Services Pty Ltd | Current | 2017-11-30 |
| CORYNNE MURPHY | Professional Investment Services Pty Ltd | Current | 2017-11-24 |
| KATHRYN ZERBST | Professional Investment Services Pty Ltd | Current | 2017-10-24 |
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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.