RAM VALIA (Adviser# 001000077) 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 2, 2016.
| Register Name | Financial Advisers |
| Adviser Name | RAM VALIA |
| Adviser Number | 001000077 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2015 |
| Financial Service (AFS) Licence |
Licence# 000231139 COMMONWEALTH FINANCIAL PLANNING LIMITED |
| Licence ABN | 65003900169 |
| Licence Controlled By | COMMONWEALTH BANK OF AUSTRALIA |
| Adviser Start Date | 2016-09-02 |
| 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 |
|---|---|
| Diploma of Financial Planning | Monarch Institute |
| Graduate Certificate in Commerce | Griffith University |
| Master of Professional Accounting | Central Queensland University |
| 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 |
2016-09-02 - | COMMONWEALTH FINANCIAL PLANNING LIMITED |
| 000234665 |
CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives. |
2016-02-04 - 2016-08-09 | CHARTER FINANCIAL PLANNING LIMITED |
| 000430179 | ASCENTIV GROUP PTY LTD | 2015-03-10 - 2016-01-28 | ASCENTIV GROUP PTY LTD |
| 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.