Ashish Thadani
Financial Adviser in Parramatta, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000290396
- Location
- Parramatta NSW 2150
- Licensee
- Excalibur Wealth Group Pty Ltd (AFSL 535263)
- Authorised since
- 7 March 2022
- First provided advice
- 2005
- Qualifications
- Diploma of Financial Services (Financial Planning), Tribeca (2005); Advanced Diploma of Financial Services (Financial Planning), Tribeca (2006); Provide Advice in Margin Lending, Kaplan Professional (2012); Self Managed Superannuation Funds, Kaplan Professional (2014); Graduate Diploma of Financial Planning, Kaplan (2018)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Ashish Thadani
On the Financial Advisers Register kept by ASIC, Ashish Thadani appears as a current financial adviser in Parramatta, New South Wales, adviser number 000290396.
Ashish provides advice as an authorised representative of Excalibur Wealth Group Pty Ltd, which holds Australian financial services licence 535263. The current authorisation started on 7 March 2022.
The register records 2005 as the year Ashish first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Tribeca, 2005), Advanced Diploma of Financial Services (Financial Planning) (Tribeca, 2006) and Provide Advice in Margin Lending (Kaplan Professional, 2012). Ashish is recorded as a member of Financial Advice Association of Australia (FAAA).
Ashish is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Ashish Thadani a registered financial adviser?
Yes. Ashish Thadani is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000290396.
Which licensee does Ashish Thadani work under?
Excalibur Wealth Group Pty Ltd, Australian financial services licence 535263.
What can Ashish Thadani 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.