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- Parth Sanghavi
Parth Sanghavi
- Name
- Parth Sanghavi
- ID
- 1273011
- ABN
- 91209422887
- First Provided Advice
- 2018
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2010 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Mumbai University
- 2014 - Certified Practising Accountant (CPA) - Professional Designations - CPA Australia
- 2016 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology (IIT)
- 2017 - Commercial Law for Tax Agents Skill Set - Other - TAFE NSW
- 2017 - Tax Law for Tax Agents Skill Set (Tax Documentation) - Other - TAFE NSW
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- CPA Australia (CPA)
- Institute of Public Accountants (IPA)
- Tax Practitioners Board
Licencee
- Status
- Ceased
- Licence Holder
- Axies Pty. Ltd. (#339384)
- Commenced
- Sept. 1, 2021
- Ceased
- April 11, 2022
- Status
- Ceased
- Licence Holder
- Count Financial Limited (#227232)
- Commenced
- June 16, 2022
- Ceased
- Sept. 30, 2022
- Status
- Ceased
- Licence Holder
- Financial Clarity Pty Limited (#302929)
- Commenced
- Dec. 21, 2018
- Ceased
- July 17, 2020
- Status
- Ceased
- Licence Holder
- Quinn Financial Planning Pty Ltd (#246411)
- Commenced
- March 1, 2021
- Ceased
- June 9, 2021
- Status
- Current
- Licence Holder
- Premium Client Services Australia Pty ltd (#454195)
- Commenced
- May 31, 2023
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