Financial Adviser · BRIGHTON, VIC

Ravi Agarwal

BRIGHTON, VIC
14 Years experience
Tax advice
authorised
ASIC Registered · ADV 000417802
Currently at
Brighton, VIC (firm address)

About Ravi Agarwal

Ravi Agarwal is a financial adviser based in Brighton, Victoria, with 14 years of experience in the financial services industry since 2012. Ravi is currently authorised under Mc Wealth Services. Ravi holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ravi holds a Diploma of Financial Planning from Kaplan. Ravi is a member of Financial Advice Association of Australia (FAAA) and Institute of Public Accountants (IPA).

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

2013
Diploma of Financial Planning
Kaplan

Registration History

Apr 2026 - Present Current
Jul 2025 - Apr 2026 Ceased
May 2023 - Feb 2025 Ceased
Feb 2012 - May 2023 Ceased
Mar 2011 - Feb 2012 Ceased

Source: ASIC Financial Advisers Register