Data sourced from ASIC Financial Advisers Register
Financial Adviser · BELLA VISTA, NSW

Akriti Gupta

12 Years experience
Tax advice
authorised
Currently at
Capstone Financial Planning Pty Ltd
Melbourne, VIC
View firm profile
ASIC Registered · ADV 000453782

Akriti Gupta is a financial adviser based in Bella Vista, New South Wales, with 12 years of experience in the financial services industry. Akriti is currently authorised under Capstone Financial Planning Pty Ltd. Akriti 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 Certified Financial Planner from Financial Planning Association of Australia. Akriti 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 Margin Lending

Restrictions: This authorised representative is only authorised to give class of product advice in relation to Securities.

Authorised to provide tax financial advice services

Qualifications and Training

2011
Bachelor of Commerce (Accounting)
Macquarie University
2011
Diploma of Financial Services (Financial Planning)
Mentor Education Group
2012
Advanced Diploma of Financial Planning
Mentor Education Group
2018
Certified Financial Planner
Financial Planning Association of Australia
2020
Profesionalism and Ethics in Financial Advice
Ethics - Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd
Feb 2021 - Present Current
This authorised representative is only authorised to give class of product advice in relation to Securities.
MERITUM FINANCIAL GROUP PTY LTD
Sep 2017 - Feb 2021 Ceased
Westpac Banking Corporation
Mar 2016 - Mar 2017 Ceased
Akumin Financial Planning Pty Limited
Feb 2014 - Feb 2016 Ceased
MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register