Abdul Taha
Financial Adviser in Pascoe Vale, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000243472
- Location
- Pascoe Vale VIC 3044
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 15 June 2011
- First provided advice
- 1998
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2003); Certified Financial Planner, Financial Planning Association of Australia (FPA) (2006); ASX Listed Product Accreditation Course (LPAC), LPAC Online (2018); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2020)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Abdul Taha
Abdul Taha is a financial adviser in Pascoe Vale, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000243472.
The licensee Abdul advises under is Akumin Financial Planning Pty Limited (AFS licence 232706). That authorisation dates from 15 June 2011.
The register records 1998 as the year Abdul first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2003), Certified Financial Planner (Financial Planning Association of Australia (FPA), 2006) and ASX Listed Product Accreditation Course (LPAC) (LPAC Online, 2018).
Abdul is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Abdul Taha a registered financial adviser?
Yes. Abdul Taha is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000243472.
Which licensee does Abdul Taha work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Abdul Taha give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."