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  3. Faisal Rahman

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
  • 2016 - Self Managed Superannuation Fund - Other - Kaplan
  • 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
Akumin 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