Financial Adviser
· MOORABBIN, VIC
Swaraj Shet
No disciplinary history on record with ASIC
MOORABBIN,
VIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001262126
Swaraj Shet is a financial adviser based in Moorabbin, Victoria, with 8 years of experience in the financial services industry since 2018. Swaraj is currently authorised under Interprac Financial Planning, operating through Systema Financial Services. Swaraj holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Swaraj's qualifications include a Bachelor of Commerce from University of Mumbai. Swaraj is a member of CPA Australia (CPA).
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
2007
Bachelor of Commerce
University of Mumbai
2017
Diploma of Financial Planning
Kaplan Professional
2022
Certified Practising Accountant
CPA Australia
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2025
FPC003 Superannuation and Retirement Advice
Kaplan Higher Education Pty Limited
Registration History
Source: ASIC Financial Advisers Register