BIREN JOSHI (Adviser# 001260405) 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 December 5, 2017.
| Register Name | Financial Advisers |
| Adviser Name | BIREN JOSHI |
| Adviser Number | 001260405 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2017 |
| 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 | 2017-12-05 |
| Appointing Representative Name | EXCEL FINANCIAL SOLUTIONS (FP) PTY LTD |
| Appointing Representative Number | 001260403 |
| Memberships |
CPA Australia (CPA) Credit & Investment Ombudsman FBAA |
|
| Qualification / Degree | Institute / School |
|---|---|
| CPA Certified Practicing Account | CPA Australia |
| Certificate Mortgage Broking | AAMC |
| DFP | Mentor Education |
| Graduate Diploma in Accounting | Monash University |
| MBA | SLIMS |
| 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 |
2017-12-05 - | EXCEL FINANCIAL SOLUTIONS (FP) PTY LTD |
| 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.