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