SYED MOHAMMAD (Adviser# 001258066) 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 June 25, 2018.
| Register Name | Financial Advisers |
| Adviser Name | SYED MOHAMMAD |
| Adviser Number | 001258066 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2017 |
| Financial Service (AFS) Licence |
Licence# 000422409 SHARTRU WEALTH MANAGEMENT PTY LTD |
| Licence ABN | 46158536871 |
| Adviser Start Date | 2018-06-25 |
| Appointing Representative Name | SHARTRU WEALTH MANAGEMENT PTY LTD |
| Appointing Representative Number | 000422409 |
| Appointing Representative ABN | 46158536871 |
| Memberships | CPA Australia (CPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Diploma of Financial Planning | Mentor Education Pty Ltd |
| Master of Finance | RMIT University |
| Master of Professional Accounting | Other |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000422409 | SHARTRU WEALTH MANAGEMENT PTY LTD | 2018-06-25 - | SHARTRU WEALTH MANAGEMENT PTY LTD |
| 000278161 | THE COMPLETE PLANNER PTY LTD | 2018-03-19 - 2018-06-05 | THE COMPLETE PLANNER PTY LTD |
| 000339384 |
AXIES PTY. LTD.
Further restrictions: No SMSF Advice |
2018-02-19 - 2018-03-05 | AXIES PTY. LTD. |
| 000232706 |
AMP FINANCIAL PLANNING PTY 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 products which are either not on the approved product list or Derivatives. |
2017-09-07 - 2018-02-09 | AMP FINANCIAL PLANNING PTY LIMITED |
| Licence Name | SHARTRU WEALTH MANAGEMENT PTY LTD |
| Licence Number | 000422409 |
| Licence ABN | 46158536871 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| IAN MCKENZIE | Shartru Wealth Management Pty Ltd | Current | 2018-08-17 |
| ALAN DAVID HENDERSON | Shartru Wealth Management Pty Ltd | Current | 2018-07-17 |
| JASON MCNAMARA | Shartru Wealth Management Pty Ltd | Current | 2018-07-02 |
| YEW KHENG LIM | Shartru Wealth Management Pty Ltd | Current | 2018-07-02 |
| LANCELOT CRAIG SMITH | Shartru Wealth Management Pty Ltd | Current | 2018-06-30 |
| STEVEN KLACAR | Shartru Wealth Management Pty Ltd | Current | 2018-06-26 |
| DAHL ANDREW DREW | Shartru Wealth Management Pty Ltd | Current | 2018-06-22 |
| KATHERINE MCARTHUR | Shartru Wealth Management Pty Ltd | Current | 2018-06-18 |
| ANDREW BRIAN POTTS | Shartru Wealth Management Pty Ltd | Current | 2018-06-15 |
| ANDREW MARK SMITH | Shartru Wealth Management Pty Ltd | Current | 2018-06-07 |
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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.