Financial Adviser · CLYDE NORTH, VIC

Arpita Dilipkumar Bhatt

CLYDE NORTH, VIC

9 Years experience

Tax advice
authorised

ASIC Registered · ADV 001251558

Currently at

Audient Financial Planning

Bella Vista, NSW (firm address)

View firm profile

About Arpita Dilipkumar Bhatt

Arpita Dilipkumar Bhatt is a financial adviser based in Clyde North, Victoria, with 9 years of experience in the financial services industry since 2017. Arpita is currently authorised under Templestone Financial Services, operating through Audient Financial Planning. Arpita holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Arpita's qualifications include a Master of Commerce (Professional Accounting) from University of Ballarat. Arpita 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

Restrictions: Excludes Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2010

Master of Commerce (Professional Accounting)

University of Ballarat

2014

Diploma of Financial Planning

Holmesglen Institute

2017

Advanced Diploma of Financial Planning

Mentor Education

2022

Master of Financial Planning

Deakin University

Registration History

Templestone Financial Services Pty Ltd

Sep 2024 - Present Current

Excludes Margin Lending

Aware Financial Services Australia Limited

Sep 2022 - Aug 2024 Ceased

Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.

L.U.C.R.F. PTY. LTD.

Jan 2017 - Jun 2022 Ceased

Excludes self-managed super funds.

Source: ASIC Financial Advisers Register