XI FEI


Licensee: TELSTRA SUPER FINANCIAL PLANNING PTY LTD

XI FEI (Adviser# 001254957) 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 May 22, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name XI FEI
Adviser Number 001254957
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2017
Financial Service (AFS) Licence Licence# 000218705
TELSTRA SUPER FINANCIAL PLANNING PTY LTD
Licence ABN 74097777725
Licence Controlled By TELSTRA SUPER PTY LTD
Adviser Start Date 2017-05-22
Appointing Representative Name TELSTRA SUPER FINANCIAL PLANNING PTY LTD
Appointing Representative Number 000218705
Appointing Representative ABN 74097777725

Authorisations to provide financial product advice

  • XI FEI
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Planning Monarch Institute
Bachelor of Commerce (Finance & Economics) Deakin University
Diploma of Financial Planning Monarch Institute

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000218705 TELSTRA SUPER FINANCIAL PLANNING PTY LTD
Licence controlled by: TELSTRA SUPER PTY LTD
2017-05-22 - TELSTRA SUPER FINANCIAL PLANNING PTY LTD
000258145 LINK ADVICE PTY LTD
Licence controlled by: AUSTRALIAN ADMINISTRATION SERVICES PTY. LIMITED
2016-03-01 - 2017-05-12

Licensee Information

Licence Name TELSTRA SUPER FINANCIAL PLANNING PTY LTD
Licence Number 000218705
Licence ABN 74097777725

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
SOPHIE ELIZABETH MCRAE Telstra Super Financial Planning Pty Ltd Current 2018-08-27
SARAH JANE RICHARDS Telstra Super Financial Planning Pty Ltd Current 2018-06-25
MARSEL POPOV Telstra Super Financial Planning Pty Ltd Current 2018-03-19
AMIT KUMAR Telstra Super Financial Planning Pty Ltd Current 2018-01-18
NICHOLAS GOSS Telstra Super Financial Planning Pty Ltd Current 2017-08-07
FARISHA ZAHEEN KHAN Telstra Super Financial Planning Pty Ltd Current 2017-07-03
BHARAT KALYANI Telstra Super Financial Planning Pty Ltd Current 2017-07-03
JAE DOYNE Telstra Super Financial Planning Pty Ltd Ceased 2017-05-15
PAUL CENGIZ WRIGHT Telstra Super Financial Planning Pty Ltd Current 2017-04-18
CAROLINE DEANNA REES Telstra Super Financial Planning Pty Ltd Current 2016-07-04

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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.