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- Dinesh Magesan
Dinesh Magesan
- Name
- Dinesh Magesan
- ID
- 267887
- ABN
- –
- First Provided Advice
- 2004
- Restrictions
- Authorised to Provide switching of superannuation funds to retail clients but no other superannuation advice
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2004 - RG146 Compliant - - Kaplan
- 2009 - Core 2 Professional Standards Accreditation Program - Other - Securities & Derivatives Industry Association
- 2011 - Margin Lending Accreditation Program - Other - Stockbrokers Association of Australia
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Stockbrokers and Investment Advisers Association (SIAA)
Licencee
- Status
- Current
- Licence Holder
- Sequoia Wealth Management Pty ltd (#472387)
- Commenced
- July 1, 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
- A.c.n. 140 520 225 Pty Ltd (#345905)
- Commenced
- Sept. 30, 2014
- Ceased
- June 15, 2017
- Status
- Ceased
- Licence Holder
- MY Adviser Pty Ltd (#238307)
- Commenced
- July 30, 2004
- Ceased
- Sept. 30, 2014
- Status
- Ceased
- Licence Holder
- Phillip Capital Limited (#246827)
- Commenced
- March 4, 2019
- Ceased
- June 30, 2020