Uday Chopra – Financial Adviser

Adviser identifying number: 1005904
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002

Name of the licence holder: SECURITOR FINANCIAL GROUP LTD
Licence number: 240687
Licensee’s ABN: 48009189495
Licence controlled by: WESTPAC BANKING CORPORATION

The date the Financial Adviser commenced the appointment: 06/12/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CHOPKAT HOLDINGS PTY LTD
Authorised Representative identifying number: 1250344
Authorised Representative’s ABN: 19609113760

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:

• ASX Accredited Listed Products Adviser – Kaplan Professional Education
• Accredited Derivatives Adviser Level 1 – Kaplan Professional Education
• Diploma in Financial Advising – Kaplan Professional Education
• Margin Lending and Geared Investments – Kaplan Professional Education
• Self Managed Superannuation Funds – Tribeca Learning

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Uday Chopra is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• 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
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility