Gagandeep Singh Johal

Name
Gagandeep Singh Johal
ID
1270079
ABN
–
First Provided Advice
2018

Qualifications

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

  • 2016 - Bachelor of Business (Finance) - Bachelor Degree (AQF 7) - Queensland University of Technology
  • 2018 - Diploma of Financial Planning - - Kaplan Education Pty Ltd
  • 2018 - RG146 Superannuation - Certificate (AQF 1-4) - Association of Superannuation Funds of Australia
  • 2019 - Graduate Certificate in Business (Applied Finance) - Graduate Certificate (AQF 8) - Queensland University of Technology
  • 2022 - Behavioural Client Management - Bridging Course - Behavioural Finance - Queensland University of Technology
  • 2022 - Ethics and Professional Relationships - Bridging Course - Ethics - Queensland University of Technology
  • 2022 - Financial Planning Principles and Regulation - Bridging Course - Regulation & Legal Obligations - Queensland University of Technology
  • 2022 - Master of Business (Applied Finance) - Masters Degree (AQF 9) - Queensland University of Technology

Memberships

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

Licencee

Status
Ceased
Licence Holder
Esi Financial Services Pty Ltd (#224952)
Commenced
Nov. 29, 2018
Ceased
Jan. 22, 2021
Status
Ceased
Licence Holder
Wilsons Advisory And Stockbroking Limited (#238375)
Commenced
Jan. 27, 2021
Ceased
March 30, 2026
Status
Current
Licence Holder
Canaccord Genuity Financial Limited (#239052)
Commenced
March 24, 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