Financial Adviser · BENTLEIGH EAST, VIC

Kalapi Trivedi

BENTLEIGH EAST, VIC

15 Years experience

Tax advice
authorised

ASIC Registered · ADV 000403680

Currently at

Bluewater Financial Advisors

Sydney, NSW (firm address)

View firm profile

About Kalapi Trivedi

Kalapi Trivedi is a financial adviser based in Bentleigh East, Victoria, with 15 years of experience in the financial services industry since 2011. Kalapi is currently authorised under Bluewater Financial Advisors. Kalapi holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kalapi's qualifications include a Diploma of Financial Planning from ITT.

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

2015

RG146 Tier 1 Specialist Risk Management

IIT

2016

Diploma of Financial Planning

ITT

2016

Specialist Self-managed Superannuation Fund

ITT

Registration History

Bluewater Financial Advisors Pty Ltd

Sep 2019 - Present Current

Interprac Financial Planning Pty Ltd

May 2019 - Sep 2019 Ceased

Boston Reed Pty Ltd

Dec 2018 - May 2019 Ceased

EVERMORE MONEY MANAGEMENT PTY LTD

Mar 2018 - Dec 2018 Ceased

unable to deal in derivatives

DOVER FINANCIAL ADVISERS PTY LTD

May 2015 - Feb 2018 Ceased

Source: ASIC Financial Advisers Register