Financial Adviser · BELCONNEN, ACT

Mitesh Patel

13 Years experience
Tax advice
authorised
ASIC Registered · ADV 000438411

Mitesh Patel is a financial adviser based in Belconnen, Australian Capital Territory, with 13 years of experience in the financial services industry. Mitesh is currently authorised under Cfs Advisory Services Pty Ltd. Mitesh holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Masters of Applied Finance from Kaplan Higher Education Pty Limited. Mitesh is a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner.

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

2011
Bachelor of Commerce
The Australian National University
2013
Diploma of Financial Planning
International Institute of Technology
2013
Margin Lending
IIT
2014
Masters of Applied Finance
Kaplan Higher Education Pty Limited
2019
ALPA
Kaplan Professional
2021
FPC002B
Bridging Course - Ethics - Kaplan Higher Education

Registration History

Dec 2025 - Present Current
Sep 2019 - Dec 2025 Ceased
May 2013 - Sep 2019 Ceased

Source: ASIC Financial Advisers Register