VIDYADHAR PAI (Adviser# 000410106) 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 February 19, 2018.
| Register Name | Financial Advisers |
| Adviser Name | VIDYADHAR PAI |
| Adviser Number | 000410106 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser ABN | 79559937153 |
| Adviser First Advice Year | 2013 |
| Financial Service (AFS) Licence |
Licence# 000231139 COMMONWEALTH FINANCIAL PLANNING LIMITED |
| Licence ABN | 65003900169 |
| Licence Controlled By | COMMONWEALTH BANK OF AUSTRALIA |
| Adviser Start Date | 2018-02-19 |
| Appointing Representative Name | COMMONWEALTH FINANCIAL PLANNING LIMITED |
| Appointing Representative Number | 000231139 |
| Appointing Representative ABN | 65003900169 |
| Memberships | Financial Planning Association of Australia (FPA) |
| Further Restrictions | Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning | Mentor Education |
| Diploma of Financial Planning | Mentor Education |
| Master of International Finance | Deakin University |
| Master of Professional Accounting | Deakin University |
| Tier1: (928) Margin Lending | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 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 |
2018-02-19 - | COMMONWEALTH FINANCIAL PLANNING LIMITED |
| 000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: MDA services arerestricted toLimitedAuthority toOperate services.One off licenseeapproval isrequired for allproducts whichare either not onthe approvedproduct list or |
2015-09-30 - 2015-12-01 | AMP FINANCIAL PLANNING PTY LIMITED |
| 000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: "Authorised to provide personal financial product advice to retail clients on MDA services. 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." |
2014-07-28 - 2015-04-24 | AMP FINANCIAL PLANNING PTY LIMITED |
| 000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] |
2013-01-07 - 2014-01-07 |
| Licence Name | COMMONWEALTH FINANCIAL PLANNING LIMITED |
| Licence Number | 000231139 |
| Licence ABN | 65003900169 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| NILAM CHHOTUBHAI DAMANIA | Commonwealth Financial Planning Limited | Current | 2018-08-30 |
| TIMOTHY JOHN RENOUF | Commonwealth Financial Planning Limited | Current | 2018-08-29 |
| ANITA ISABELL PATTERSON | Commonwealth Financial Planning Limited | Ceased | 2018-08-23 |
| DUSTIN ADAMS | Commonwealth Financial Planning Limited | Current | 2018-08-13 |
| TSZ (NICOLE) LEUNG | Commonwealth Financial Planning Limited | Current | 2018-08-10 |
| KARL PAJKOVIC | Commonwealth Financial Planning Limited | Current | 2018-08-09 |
| MATTHEW HOWITT | Commonwealth Financial Planning Limited | Current | 2018-07-19 |
| CHRISTOFFEL VAN DEN BERG | Commonwealth Financial Planning Limited | Current | 2018-07-18 |
| JOSHUA REDMAN | Commonwealth Financial Planning Limited | Current | 2018-07-18 |
| SADIEL SHEIKH | Commonwealth Financial Planning Limited | Current | 2018-07-17 |
Please comment or provide details below to improve the information on .
| 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.