ANJALI DAS

Licensee: CHARTER FINANCIAL PLANNING LIMITED

ANJALI DAS (Adviser# 001267170) 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 31, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name ANJALI DAS
Adviser Number 001267170
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2018
Financial Service (AFS) Licence Licence# 000234665
CHARTER FINANCIAL PLANNING LIMITED
Licence ABN 35002976294
Licence Controlled By AMP ADVICE HOLDINGS PTY LTD
AMP LIMITED [Date Ceased: 27/02/2016]
Adviser Start Date 2018-08-31
Appointing Representative Name CHARTER FINANCIAL PLANNING LIMITED
Appointing Representative Number 000234665
Appointing Representative ABN 35002976294
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.

Authorisations to provide financial product advice

  • ANJALI DAS
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Financial Planning Kaplan Professional

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
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.
2018-08-31 - CHARTER FINANCIAL PLANNING LIMITED

Licensee Information

Licence Name CHARTER FINANCIAL PLANNING LIMITED
Licence Number 000234665
Licence ABN 35002976294

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
RUSHAN MANOJ ATTYGALLA Charter Financial Planning Limited Current 2018-08-31
THI NHUNG NHI TRAN Charter Financial Planning Limited Current 2018-08-30
TAYLOR LEE WARD Charter Financial Planning Limited Current 2018-08-09
KEVIN JIN FAI LEE Charter Financial Planning Limited Current 2018-08-01
KRISTOFER JAMES JENKINS Charter Financial Planning Limited Current 2018-08-01
BIANCA CAITLYN DEZOTTI Charter Financial Planning Limited Current 2018-07-23
ANTHONY PAINO Charter Financial Planning Limited Current 2018-07-23
CAROLYN ROPER Charter Financial Planning Limited Current 2018-07-18
CARYN MICHELLE WILDE Charter Financial Planning Limited Current 2018-07-13
JOANNE LESLEY O'BRIEN Charter Financial Planning Limited Current 2018-07-13

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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.