Ashok Desai
Financial Adviser in Perth, Western Australia, Australia
Review Ashok Desai
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000300854
- Location
- Perth WA 6000
- Licensee
- CPS Capital Group Pty Ltd (AFSL 294848)
- Authorised since
- 21 October 2014
- First provided advice
- 1996
- Qualifications
- Graduate Diploma of Applied Finance and Investment, Securities Institute of Australia (1997); Accredited FInancial Planning Specialist, ICAA (2000); Margin Lending and Geared Investments, Kaplan Professional (2010); FASEA Exam, FASEA (2019)
- Memberships
- Institute of Chartered Accountants Australia
- Advice areas
- superannuation, securities, managed investment schemes, standard margin lending
- Register status
- Current
About Ashok Desai
Ashok Desai is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Perth, Western Australia (adviser number 000300854).
Advice is given under the Australian financial services licence of CPS Capital Group Pty Ltd, licence number 294848. That authorisation dates from 21 October 2014.
According to the register, Ashok first provided financial advice in 1996. The qualifications listed for Ashok include Graduate Diploma of Applied Finance and Investment (Securities Institute of Australia, 1997), Accredited FInancial Planning Specialist (ICAA, 2000) and Margin Lending and Geared Investments (Kaplan Professional, 2010). Ashok is recorded as a member of Institute of Chartered Accountants Australia.
Ashok is authorised to advise on superannuation, securities, managed investment schemes and standard margin lending.
Reviews
Nobody has reviewed Ashok Desai here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Ashok Desai a registered financial adviser?
Yes. Ashok Desai is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000300854.
Which licensee does Ashok Desai work under?
CPS Capital Group Pty Ltd, Australian financial services licence 294848.
What can Ashok Desai give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; standard margin lending.