MITESH PATEL
Financial Adviser · Belconnen, ACT
📚 Qualifications & Training
2011 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The Australian National University
2013 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology
2013 - Margin Lending - Other - IIT
2014 - Masters of Applied Finance - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited
2019 - ALPA - Other - Kaplan Professional
2021 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Financial Planning Association (FPA) - Certified Financial Planner
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.