Jaskarn Atwal
Financial Adviser in Coffs Harbour, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001243126
- Location
- Coffs Harbour NSW 2450
- Licensee
- Infocus Securities Australia Pty Ltd (AFSL 236523)
- Authorised since
- 11 June 2020
- First provided advice
- 2011
- Qualifications
- Bachelor of International Business, Griffith University Queensland (2007); Diploma of Financial Services (Financial Planning), Kaplan Professional Education (2011); Advanced Diploma of Financial Planning, Kaplan Professional Education (2014); Self-Managed Super Funds, AAMC Training Group (2017); Margin Lending Specialist, Kaplan Professional (2021); Graduate Diploma of Financial Planning, Kaplan Professional (2022)
- 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
- Restriction
- Securities excludes direct equities advice
- Tax (financial) advice
- Yes
- Register status
- Current
About Jaskarn Atwal
Jaskarn Atwal is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Coffs Harbour, New South Wales (adviser number 001243126).
The licensee Jaskarn advises under is Infocus Securities Australia Pty Ltd (AFS licence 236523). The current authorisation started on 11 June 2020.
According to the register, Jaskarn first provided financial advice in 2011. Qualifications and training on file include Bachelor of International Business (Griffith University Queensland, 2007), Diploma of Financial Services (Financial Planning) (Kaplan Professional Education, 2011) and Advanced Diploma of Financial Planning (Kaplan Professional Education, 2014). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Jaskarn 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.
The register adds a condition to this authorisation: “Securities excludes direct equities advice.”
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Questions people ask
Is Jaskarn Atwal a registered financial adviser?
Yes. Jaskarn Atwal is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001243126.
Which licensee does Jaskarn Atwal work under?
Infocus Securities Australia Pty Ltd, Australian financial services licence 236523.
What can Jaskarn Atwal 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. It also records this restriction: "Securities excludes direct equities advice."