YESHA SHUKLA

Licensee: AFFINIA FINANCIAL ADVISERS LIMITED

YESHA SHUKLA (Adviser# 001267128) 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 August 29, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name YESHA SHUKLA
Adviser Number 001267128
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2018
Financial Service (AFS) Licence Licence# 000237857
AFFINIA FINANCIAL ADVISERS LIMITED
Licence ABN 13085335397
Adviser Start Date 2018-08-29
Appointing Representative Name AFFINIA FINANCIAL ADVISERS LIMITED
Appointing Representative Number 000237857
Appointing Representative ABN 13085335397
Further Restrictions Not authorised in SMSF

Authorisations to provide financial product advice

  • YESHA SHUKLA
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Retirement Savings Account
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Statement of Attainment Life Insurance (Personal Advice) - Mentor
Statement of Attainment Life Insurance (Personal Advice) - Mentor Education
Statement of Attainment Superannuation (Personal Advice) - Mentor
Statement of Attainment Superannuation (Personal Advice) - Mentor Education

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000237857 AFFINIA FINANCIAL ADVISERS LIMITED
Further restrictions: Not authorised in SMSF
2018-08-29 - AFFINIA FINANCIAL ADVISERS LIMITED

Licensee Information

Licence Name AFFINIA FINANCIAL ADVISERS LIMITED
Licence Number 000237857
Licence ABN 13085335397

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
JENNY GIAQUINTA Affinia Financial Advisers Limited Current 2018-08-29
AFRODITE CASTELLI Affinia Financial Advisers Limited Current 2018-08-24
WAYNE ERNEST BROWN Affinia Financial Advisers Limited Current 2018-08-14
KRISTOPHER MEUWISSEN Affinia Financial Advisers Limited Current 2018-08-02
MELISSA PAPADIMAS Affinia Financial Advisers Limited Current 2018-07-31
LAUREN ISLES Affinia Financial Advisers Limited Current 2018-07-13
LUCY BOULOS Affinia Financial Advisers Limited Current 2018-07-11
RAPHAEL JUDE FERNANDEZ Affinia Financial Advisers Limited Current 2018-07-05
FRANK JOSEPH SCHAECHTILI Affinia Financial Advisers Limited Current 2018-06-18
TIFFANIE ANN WATLING Affinia Financial Advisers Limited Current 2018-06-18

Competitor

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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.