NIKITIN LAL


Licensee: INTEGRITY FINANCIAL PLANNERS PTY. LTD.

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.

Adviser Overview

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)

Authorisations to provide financial product advice

  • NIKITIN LAL
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Deposit Payment Non Cash Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Superannuation

Qualifications and training history

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)

Adviser employment history

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

Licensee Information

Licence Name INTEGRITY FINANCIAL PLANNERS PTY. LTD.
Licence Number 000225051
Licence ABN 71069537855

Financial advisers with the same licensee

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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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.