Financial Adviser
· CANBERRA, ACT
Saurav Patel
No disciplinary history on record with ASIC
4
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001296077
Saurav Patel is a financial adviser based in Canberra, Australian Capital Territory, with 4 years of experience in the financial services industry. Saurav is currently authorised under Evans And Partners Pty. Ltd.. Saurav holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from The Australian National University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2020
Bachelor of Commerce
The Australian National University
2020
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2020
FPC006
Other - Kaplan Higher Education
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited