Financial Adviser
· BELLA VISTA, NSW
Jigarkumar Shah
No disciplinary history on record with ASIC
BELLA VISTA,
NSW
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000337879
About Jigarkumar Shah
Jigarkumar Shah is a financial adviser based in Bella Vista, New South Wales, with 17 years of experience in the financial services industry since 2009. Jigarkumar is currently authorised under Licence To Advise, operating through Jp Financial Advisory Services. Jigarkumar holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jigarkumar's qualifications include a Certified Financial Planner from Financial Planning Association of Australia (FPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Diploma of Financial Services (Financial Planning)
Finsia
2010
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2016
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2017
Certificate IV in Finance and Mortgage Broking
Kaplan Higher Education Pty Limited
2017
Margin Lending
Kaplan Higher Education Pty Limited
2022
Graduate Diploma of Financial Planning
Deakin University
2023
Diploma of Finance and Mortgage Broking Management
Kaplan Higher Education Pty Limited
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register