Faisal Rahman

Name
Faisal Rahman
ID
380129
ABN
First Provided Advice
2008
Restrictions
Excluding Self Managed Superannuation Funds

Qualifications

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

  • 2008 - Diploma of Financial Planning - - Kaplan Professional Education
  • 2015 - Advanced Diploma Of Financial Planning - - Kaplan Professional Education
  • 2017 - Tier 1 Margin Lending - Personal Advice - - Kaplan Professional
  • 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
  • 2019 - Graduate Diploma of Financial Planning - Graduate Certificate (AQF 8) - Kaplan Professional

Memberships

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

  • Financial Advice Association of Australia (FAAA)

Licencee

Status
Ceased
Licence Holder
Alliance Wealth Pty Ltd (#449221)
Commenced
May 23, 2017
Ceased
Dec. 21, 2020
Status
Ceased
Licence Holder
Apogee Financial Planning Pty Ltd (#230689)
Commenced
Feb. 25, 2021
Ceased
May 31, 2021
Status
Ceased
Licence Holder
Australia National Investment Group Pty Ltd (#522028)
Commenced
May 29, 2023
Ceased
July 24, 2024
Status
Ceased
Licence Holder
Godfrey Pembroke Group Pty Ltd (#245451)
Commenced
June 1, 2021
Ceased
April 28, 2023
Status
Ceased
Licence Holder
Professional Investment Services Pty Ltd (#234951)
Commenced
May 23, 2017
Ceased
Dec. 21, 2020
Status
Current
Licence Holder
Symmetry Financial Pty ltd (#550221)
Commenced
Aug. 2, 2024

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
Amp Financial Planning Pty Limited (#232706)
Commenced
Aug. 27, 2010
Ceased
April 27, 2011
Status
Ceased
Licence Holder
FP Investment Partners Pty Ltd (#288749)
Commenced
May 1, 2011
Ceased
Nov. 18, 2011
Status
Ceased
Licence Holder
Westpac Banking Corporation (#233714)
Commenced
Feb. 7, 2012
Ceased
May 19, 2017