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- Dennis Souksamlane
Dennis Souksamlane
- Name
- Dennis Souksamlane
- ID
- 340201
- ABN
- –
- First Provided Advice
- 2009
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2005 - Bachelor of Applied Finance/Commerce/Accounting - Bachelor Degree (AQF 7) - Macquarie University
- 2008 - Master of Commerce (Financial Planning) - Masters Degree (AQF 9) - University of Western Sydney
- 2013 - Diploma of Australian Tax Law - - Tax Institute of Australia
- 2021 - AU Inhouse SMSF Accreditation - Other - AUPFS
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Advice Association of Australia (FAAA)
- Financial Planning Association (FPA) - Certified Financial Planner
Licencee
- Status
- Ceased
- Licence Holder
- Doctors Financial Services Pty Limited (#487758)
- Commenced
- Feb. 11, 2019
- Ceased
- Sept. 23, 2020
- Status
- Current
- Licence Holder
- Personal Financial Services ltd (#234459)
- Commenced
- Sept. 28, 2020
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Count Financial Limited (#227232)
- Commenced
- June 21, 2017
- Ceased
- Feb. 8, 2019
- Status
- Ceased
- Licence Holder
- Equity Trustees Superannuation Limited (#229757)
- Commenced
- June 21, 2011
- Ceased
- Oct. 18, 2011
- Status
- Ceased
- Licence Holder
- Gpl (vic) Pty Ltd (#230690)
- Commenced
- Aug. 20, 2009
- Ceased
- June 9, 2011
- Status
- Ceased
- Licence Holder
- Industry Fund Services Limited (#232514)
- Commenced
- April 15, 2013
- Ceased
- May 26, 2017
- Status
- Ceased
- Licence Holder
- Northhaven Financial Management Pty Limited (#245627)
- Commenced
- Oct. 19, 2011
- Ceased
- April 12, 2013