SHWETA GUPTA — Financial Adviser #000429417

Registration Number

000429417

Registration Status

Registered

Location

Mulgrave, VIC 3170

Providing Advice Since

2012

Registration Date

03/09/2013

Financial Services Licensee

INTERPRAC FINANCIAL PLANNING PTY LTD

Licence #000246638

📚 Qualifications & Training

2003 - Bachelor of Business(Accounting) - Bachelor Degree (AQF 7) - Victoria University

2012 - Diploma in Financial Planning - Diploma (AQF 5) - Kaplan

2015 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan

2025 - 2025SP5 FPC002B - Other - Kaplan

2025 - 2025SP5 FPC007B - Other - Kaplan

🏢 Professional Memberships

CPA Australia (CPA)

Financial Advice Association of Australia (FAAA)

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.