Purvish Panchal – Financial Adviser

Adviser identifying number: 1248375
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: GPS WEALTH LTD
Licence number: 254544
Licensee’s ABN: 17005482726
Licence controlled by:

The date the Financial Adviser commenced the appointment: 27/09/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: OPTIMA FINANCIAL WEALTH SERVICES PTY LTD
Authorised Representative identifying number: 1248219
Authorised Representative’s ABN:

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:

• Bachelor of Commerce – Gujarat University
• Diploma of Financial Planning – Mentor Education
• Graduate Diploma in Business – Auckland University of Technology

Relevant memberships of professional bodies or industry associations: Institute of Public Accountants (IPA)

Purvish Panchal is authorised to provide advices on following products:

• Superannuation