Financial Adviser · MELBOURNE, VIC

Gargi Thakkar

MELBOURNE, VIC
8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001271077
Currently at
Sydney, NSW (firm address)

About Gargi Thakkar

Gargi Thakkar is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry since 2018. Gargi is currently authorised under Aware Financial Services Australia Limited, operating through Aware Super Services. Gargi holds authorisations to advise on superannuation, life insurance and life insurance investments, as well as tax financial advice services (TFAS). Gargi's qualifications include a Master of Commerce (Professional Accounting) from University of Ballarat.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments

Restrictions: Authorised to provide advice on Life Products. Restricted to providing personal advice to Aware Super members in relation to their interests in Aware Super Products only. One off approval required for contribution advice in relation to Insurance for external products.

Authorised to provide tax financial advice services

Qualifications and Training

2008
BL914 Commercial Law
University of Ballarat
2009
BULAW 5916 Taxation Law and Practice
University of Ballarat
2009
Master of Commerce (Professional Accounting)
University of Ballarat
2018
Diploma of Financial Planning
Mentor Education
2021
FPC001B Economic and Legal context for Financial Planning
Kaplan Professional
2023
Master of Financial Planning
Kaplan Professional

Registration History

Jan 2022 - Present Current
Authorised to provide advice on Life Products. Restricted to providing personal advice to Aware Super members in relation to their interests in Aware Super Products only. One off approval required for contribution advice in relation to Insurance for external products.
Dec 2018 - Nov 2021 Ceased

Source: ASIC Financial Advisers Register