AKRITI GUPTA (Adviser# 000453782) 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 September 19, 2017.
| Register Name | Financial Advisers |
| Adviser Name | AKRITI GUPTA |
| Adviser Number | 000453782 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2014 |
| Financial Service (AFS) Licence |
Licence# 000245569 MERITUM FINANCIAL GROUP PTY LTD |
| Licence ABN | 93106888215 |
| Licence Controlled By |
NATIONAL AUSTRALIA BANK LIMITED NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
| Adviser Start Date | 2017-09-19 |
| Appointing Representative Name | ASRA FINANCIAL CONSULTING PTY LTD |
| Appointing Representative Number | 001258374 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning | RG146 Mentor Education Group |
| Bachelor of Commerce (majoring in Accounting) | Macquarie University |
| Certifcate IV Mortgage Broking | Kaplan |
| Margin Lending & Gearing | Mentor Education |
| Self Managed Superannuation Funds | Mentor Education |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000245569 |
MERITUM FINANCIAL GROUP PTY LTD
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2017-09-19 - | ASRA FINANCIAL CONSULTING PTY LTD |
| 000233714 |
WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION |
2016-03-03 - 2017-03-24 | WESTPAC BANKING CORPORATION |
| 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 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. |
2014-02-19 - 2016-02-26 | AMP FINANCIAL PLANNING PTY LIMITED |
| Licence Name | MERITUM FINANCIAL GROUP PTY LTD |
| Licence Number | 000245569 |
| Licence ABN | 93106888215 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| LINDSAY LAWRENCE HOSKING | Meritum Financial Group Pty Ltd | Current | 2018-08-28 |
| PETER CLIVE GRIGG | Meritum Financial Group Pty Ltd | Current | 2018-08-28 |
| SHANA POLICHRONOPOULOS | Meritum Financial Group Pty Ltd | Current | 2018-07-06 |
| DAVID PHOUTASACK SENGCHANSAVANG | Meritum Financial Group Pty Ltd | Current | 2018-06-01 |
| SHANE BLACK | Meritum Financial Group Pty Ltd | Current | 2018-05-18 |
| MARK ANTHONY CECIL | Meritum Financial Group Pty Ltd | Current | 2018-05-01 |
| MICHAEL YACOUB | Meritum Financial Group Pty Ltd | Current | 2018-03-08 |
| ELIZABETH JEAN HOVASAPIAN | Meritum Financial Group Pty Ltd | Current | 2018-03-02 |
| CELESTE ABELLA | Meritum Financial Group Pty Ltd | Current | 2018-03-02 |
| BRETT ANDREW HAYMES | Meritum Financial Group Pty Ltd | Current | 2018-02-28 |
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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.