Dinesh Aggarwal

Name
Dinesh Aggarwal
ID
1267478
ABN
–
First Provided Advice
2015
Restrictions
Securities excludes direct equities advice

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 1996 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Punjab University
  • 2010 - Chartered Accountant (CA) - Professional Designations - The Institute of Chartered Accountants of Australia
  • 2010 - Graduate Diploma of Chartered Accounting - Other - The Institute of Chartered Accountants in Australia
  • 2015 - Diploma of Financial Planning - - Integrity Education Group
  • 2015 - Diploma of Financial Planning - Diploma (AQF 5) - Integrity Education Group
  • 2015 - Self-Managed Super Funds (SMSF) & Margin Lending (ML) - Other - Integrity Education Group
  • 2017 - Fellow Certified Practising Accountant (FCPA) - Professional Designations - CPA Australia
  • 2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Integrity Education Group
  • 2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • CPA Australia (CPA)
  • Chartered Accountants in Australia
  • The Tax Institute

Licencee

Status
Ceased
Licence Holder
A.c.n. 155 907 681 Pty Ltd (#430062)
Commenced
Sept. 11, 2018
Ceased
March 5, 2020
Status
Ceased
Licence Holder
Interprac Financial Planning Pty Ltd (#246638)
Commenced
Sept. 26, 2024
Ceased
Feb. 19, 2026
Status
Ceased
Licence Holder
Synchron Advice Pty Ltd (#243313)
Commenced
March 6, 2020
Ceased
Sept. 25, 2024
Status
Current
Licence Holder
Infocus Securities Australia Pty ltd (#236523)
Commenced
Feb. 20, 2026

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