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  3. Neel Shantibhai Popat

Neel Shantibhai Popat

Name
Neel Shantibhai Popat
ID
1269825
ABN
–
First Provided Advice
2018
Restrictions
Authorised Representative is restricted to providing financial advice and dealing only in relation to Deposit and Payment Products, Life products including (a) investment life insurance products and (b) life risk insurance products, Interest in Managed Investment Schemes including IDPS, Securities, Retirement Savings (RSA) products and Superannuation.

Qualifications

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

Memberships

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

Licencee

Status
Ceased
Licence Holder
Amp Financial Planning Pty Limited (#232706)
Commenced
April 19, 2021
Ceased
May 13, 2022
Status
Ceased
Licence Holder
Pareto Group Pty Ltd (#418700)
Commenced
March 9, 2023
Ceased
Nov. 15, 2024
Status
Ceased
Licence Holder
Sentry Advice Pty Ltd (#227748)
Commenced
Jan. 7, 2020
Ceased
Feb. 12, 2021
Status
Ceased
Licence Holder
Aon Hewitt Financial Advice Limited (#239183)
Commenced
Nov. 27, 2018
Ceased
Oct. 31, 2019