Data sourced from ASIC Financial Advisers Register
Financial Adviser · COFFS HARBOUR, NSW

Jaskarn Atwal

15 Years experience
Tax advice
authorised
Currently at
Infocus Securities Australia Pty Ltd
Maroochydore, QLD
View firm profile
ASIC Registered · ADV 001243126

Jaskarn Atwal is a financial adviser based in Coffs Harbour, New South Wales, with 15 years of experience in the financial services industry. Jaskarn is currently authorised under Infocus Securities Australia Pty Ltd. Jaskarn holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of International Business from Griffith University Queensland. Jaskarn is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: Securities excludes direct equities advice

Authorised to provide tax financial advice services

Qualifications and Training

2007
Bachelor of International Business
Griffith University Queensland
2011
Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2014
Advanced Diploma of Financial Planning
Kaplan Professional Education
2017
Self-Managed Super Funds
AAMC Training Group
2021
Margin Lending Specialist
Kaplan Professional
2022
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Infocus Securities Australia Pty Ltd
Jun 2020 - Present Current
Securities excludes direct equities advice
Gps Wealth Ltd
Jun 2016 - Jun 2020 Ceased
Westpac Banking Corporation
Jan 2015 - Jun 2016 Ceased
National Australia Bank Limited
May 2011 - Dec 2014 Ceased

Source: ASIC Financial Advisers Register