Financial Adviser
· CANBERRA, ACT
Bhavna Patel
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004204
Bhavna Patel is a financial adviser based in Canberra, Australian Capital Territory, with 22 years of experience in the financial services industry. Bhavna is currently authorised under Parker Wealth Management Pty Ltd. Bhavna 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Ltd. Bhavna is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2014
Advanced Diploma of Financial Planning
Integrity Education Group
2016
Margin Lending
Kaplan Higher Education Pty Ltd
2018
Fellow Chartered Financial Practitioner (FChFP)
Association of Financial Advisers (AFA)
2018
Self Managed Superannuation Funds
Kaplan Education Pty Ltd
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd