KHYATI KAKKAD

Licensee: GWM ADVISER SERVICES LIMITED

KHYATI KAKKAD (Adviser# 000333886) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Ceased. The adviser start date is December 22, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name KHYATI KAKKAD
Adviser Number 000333886
Adviser Role Financial Adviser
Adviser Role Status Ceased
Adviser ABN 27582787629
Adviser First Advice Year 2010
Financial Service (AFS) Licence Licence# 000230692
GWM ADVISER SERVICES LIMITED
Licence ABN 96002071749
Licence Controlled By NATIONAL AUSTRALIA BANK LIMITED
NATIONAL WEALTH MANAGEMENT SERVICES LIMITED
Adviser Start Date 2015-12-22
Adviser End Date 2017-04-13
Appointing Representative Name GWM ADVISER SERVICES LIMITED
Appointing Representative Number 000230692
Appointing Representative ABN 96002071749

Authorisations to provide financial product advice

  • KHYATI KAKKAD

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000230692 GWM ADVISER SERVICES LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED
2015-12-22 - 2017-04-13 GWM ADVISER SERVICES LIMITED
000232705 HILLROSS FINANCIAL SERVICES LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
Further restrictions: MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
2012-03-02 - 2015-09-01 HILLROSS FINANCIAL SERVICES LIMITED
000234951 PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD
2011-09-22 - 2012-01-20
000255405 LOMBARD SECURITIES LIMITED 2009-02-02 - 2010-08-26

Licensee Information

Licence Name GWM ADVISER SERVICES LIMITED
Licence Number 000230692
Licence ABN 96002071749

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
KELLY HANLON Gwm Adviser Services Limited Current 2018-08-29
TIMOTHY JAMES SWAINSTON Gwm Adviser Services Limited Current 2018-08-28
JAYE O'HANLON FEATHERBY Gwm Adviser Services Limited Current 2018-08-27
RICKY NEVILLE KENNEDY Gwm Adviser Services Limited Current 2018-08-22
SEAN PATRICK YOUNG Gwm Adviser Services Limited Current 2018-08-14
MATTHEW BIDDLE Gwm Adviser Services Limited Current 2018-08-14
ROBERT GLYNN RIVIERE Gwm Adviser Services Limited Current 2018-08-07
SANDRA CARR Gwm Adviser Services Limited Current 2018-08-02
ILLIAS LEIGH CHADJILAZAROU Gwm Adviser Services Limited Current 2018-07-10
REBECCA POYNTON Gwm Adviser Services Limited Current 2018-07-04

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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.