NIKITIN LAL (Adviser# 000328672) 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 25, 2016.
Register Name | Financial Advisers |
Adviser Name | NIKITIN LAL |
Adviser Number | 000328672 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2004 |
Financial Service (AFS) Licence |
Licence# 000225051 INTEGRITY FINANCIAL PLANNERS PTY. LTD. |
Licence ABN | 71069537855 |
Adviser Start Date | 2016-07-25 |
Appointing Representative Name | INTEGRITY FINANCIAL PLANNERS PTY. LTD. |
Appointing Representative Number | 000225051 |
Appointing Representative ABN | 71069537855 |
Memberships | Association of Financial Advisers (AFA) |
|
Qualification / Degree | Institute / School |
---|---|
Advanced Diploma of Financial Planning | Mentor Education / RG146 |
Bachelor of Business Administration | Annamalai University |
Certificate IV in Business (Frontline Management) | TAFE - Box Hill |
Diploma in Financial Services (Financial Planning) | Kaplan (formerly Securities Institute Australia) |
Diploma in Financial Services (Financial Planning) | Kaplan Professional (formerly FINSIA) |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000225051 | INTEGRITY FINANCIAL PLANNERS PTY. LTD. | 2016-07-25 - | INTEGRITY FINANCIAL PLANNERS PTY. LTD. |
000231139 |
COMMONWEALTH FINANCIAL PLANNING LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA Further restrictions: Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending. |
2013-06-25 - 2016-03-07 | COMMONWEALTH FINANCIAL PLANNING LIMITED |
000231138 |
FINANCIAL WISDOM LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA Further restrictions: Not authorised to provide personal advice on Standard Margin Lending. |
2008-08-11 - 2016-07-08 | FINANCIAL WISDOM LIMITED |
Licence Name | INTEGRITY FINANCIAL PLANNERS PTY. LTD. |
Licence Number | 000225051 |
Licence ABN | 71069537855 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
MICHAEL JAMES FOX | Integrity Financial Planners Pty. Ltd. | Current | 2018-06-18 |
CHARLES ALEXANDER BADENACH | Integrity Financial Planners Pty. Ltd. | Current | 2018-03-28 |
REBECCA EMILIE KATE FERGUSSON | Integrity Financial Planners Pty. Ltd. | Current | 2018-03-28 |
PAULA RACHAEL ROMBERG | Integrity Financial Planners Pty. Ltd. | Current | 2017-11-17 |
LAUREN MICHELLE STYLES | Integrity Financial Planners Pty. Ltd. | Current | 2017-10-31 |
DAVID HENRY PHIPPARD | Integrity Financial Planners Pty. Ltd. | Current | 2017-09-04 |
JESSICA CHECK | Integrity Financial Planners Pty. Ltd. | Current | 2017-09-04 |
LEO TANG | Integrity Financial Planners Pty. Ltd. | Current | 2016-11-07 |
BENJAMIN STEPHAN YOUNG | Integrity Financial Planners Pty. Ltd. | Current | 2016-09-05 |
DARREN JOHN SMITH | Integrity Financial Planners Pty. Ltd. | Current | 2016-08-02 |
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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.