Financial Adviser · MANLY, NSW

Krisu Suresh Patel

MANLY, NSW
9 Years experience
Tax advice
authorised
ASIC Registered · ADV 001258353
Currently at
Perth, WA (firm address)

About Krisu Suresh Patel

Krisu Suresh Patel is a financial adviser based in Manly, New South Wales, with 9 years of experience in the financial services industry since 2017. Krisu is currently authorised under Futuro Financial Services. Krisu holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Krisu's qualifications include a Bachelor of Applied Finance from University of South Australia.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2016
Bachelor of Applied Finance
University of South Australia
2017
Diploma of Financial Planning
Monarch Institute
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2025
Tax for Financial Advising
Kaplan Professional

Registration History

Mar 2022 - Present Current
Sep 2017 - Jun 2019 Ceased

Source: ASIC Financial Advisers Register