Ashok Desai – Financial Adviser

Adviser identifying number: 300854
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1996

Name of the licence holder: CPS CAPITAL GROUP PTY LTD
Licence number: 294848
Licensee’s ABN: 73088055636
Licence controlled by:

The date the Financial Adviser commenced the appointment: 21/10/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CPS CAPITAL GROUP PTY LTD
Authorised Representative identifying number: 294848
Authorised Representative’s ABN: 73088055636

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:

• Accredited FInancial Planning Specialist – ICAA
• Graduate Diploma of Applied Finance and Investment – Securities Institute of Australia
• MBA – University of Western Australia
• Margin Lending and Geared Investments – Kaplan Professional

Relevant memberships of professional bodies or industry associations: Institute of Chartered Accountants Australia

Ashok Desai is authorised to provide advices on following products:

• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility