Jaskarn Atwal – Financial Adviser

Adviser identifying number: 1243126
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011

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: 17/06/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WISDOM WEALTH SERVICES PTY LTD
Authorised Representative identifying number: 1243120
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:

  • Advanced Diploma of Financial Planning – Kaplan Professional Education
  • Advanced Diploma of Financial Planning – Kaplan Professional Education
  • Bachelor of International Business – Griffith University Queensland
  • Diploma of Financial Services (Financial Planning) – Kaplan Professional
  • Diploma of Financial Services (Financial Planning) – Kaplan Professional Education
  • Self-Managed Super Funds – AAMC Training Group

Relevant memberships of professional bodies or industry associations:

  • Association of Financial Advisers (AFA)
  • Financial Planning Association of Australia (FPA)

Jaskarn Atwal 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