Kulwant Dhoot – Financial Adviser
Adviser identifying number: 437938
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013
Name of the licence holder: ALLIANCE WEALTH PTY LTD
Licence number: 449221
Licensee’s ABN: 93161647007
Licence controlled by: CENTREPOINT WEALTH PTY LTD
The date the Financial Adviser commenced the appointment: 29/06/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: G N WEALTH PTY LTD
Authorised Representative identifying number: 437937
Authorised Representative’s ABN: 87163028019
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Diploma of Financial Planning – Mentor Education
- Self Managed Super Fund Course – The University of Adelaide
Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)
Kulwant Dhoot is authorised to provide advices on following products:
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Superannuation