Financial Adviser
· DERRIMUT, VIC
Chetankumar Patel
No disciplinary history on record with ASIC
DERRIMUT,
VIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004792
About Chetankumar Patel
Chetankumar Patel is a financial adviser based in Derrimut, Victoria, with 21 years of experience in the financial services industry since 2005. Chetankumar is currently authorised under Capstone Financial Planning, operating through Prosper & Grow Financial Services. Chetankumar holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Chetankumar's qualifications include a Bachelor of Commerce from The Maharaja Sayajirao University of Baroda.
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
1998
Bachelor of Commerce
The Maharaja Sayajirao University of Baroda
2005
Diploma of Financial Services (Financial Planning)
2009
Advanced Diploma of Financial Services (Financial Planning)
Mentor Education
2022
Client Engagement Skills
Behavioural Finance - Kaplan Professional
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Excluding Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register