1. Home
  2. Financial Advisers Australia (FAA)
  3. Vinoshanth Waran

Vinoshanth Waran

Name
Vinoshanth Waran
ID
432833
ABN
–
First Provided Advice
2011
Restrictions
Not Authorised to provide personal financial product advice to retail clients on Self-Managed Superannuation Funds.

Qualifications

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

  • 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan
  • 2011 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan
  • 2015 - Bachelor of Economics (Banking & Finance) - Bachelor Degree (AQF 7) - University of Western Sydney

Memberships

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

Licencee

Status
Ceased
Licence Holder
A.c.n. 133 593 012 Pty Ltd (#331367)
Commenced
July 22, 2022
Ceased
Oct. 10, 2022
Status
Ceased
Licence Holder
Alliance Wealth Pty Ltd (#449221)
Commenced
Nov. 5, 2021
Ceased
Sept. 21, 2022
Status
Ceased
Licence Holder
Alliance Wealth Pty Ltd (#449221)
Commenced
Feb. 15, 2021
Ceased
Nov. 24, 2023
Status
Ceased
Licence Holder
Matrix Planning Solutions Limited (#238256)
Commenced
Oct. 11, 2022
Ceased
Nov. 24, 2023
Status
Ceased
Licence Holder
Matrix Planning Solutions Limited (#238256)
Commenced
Jan. 31, 2022
Ceased
Oct. 10, 2022
Status
Ceased
Licence Holder
Personal Financial Services Ltd (#234459)
Commenced
March 1, 2018
Ceased
Feb. 12, 2021
Status
Ceased
Licence Holder
Professional Investment Services Pty Ltd (#234951)
Commenced
Feb. 15, 2021
Ceased
Nov. 24, 2023
Status
Current
Licence Holder
Lifespan Financial Planning Pty ltd (#229892)
Commenced
Dec. 11, 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
Status
Ceased
Licence Holder
A.c.n. 133 593 012 Pty Ltd (#331367)
Commenced
Jan. 3, 2013
Ceased
May 27, 2015
Status
Ceased
Licence Holder
Aps Melb Pty Ltd (#225982)
Commenced
Oct. 30, 2015
Ceased
Feb. 28, 2018