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

Jigarkumar Shah

17 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000337879

Jigarkumar Shah is a financial adviser based in Bella Vista, New South Wales, with 17 years of experience in the financial services industry. Jigarkumar is currently authorised under Akumin Financial Planning Pty Limited. Jigarkumar 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 (FPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2007
Diploma of Financial Services (Financial Planning)
Finsia
2010
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2016
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2017
Certificate IV in Finance and Mortgage Broking
Kaplan Higher Education Pty Limited
2017
Margin Lending
Kaplan Higher Education Pty Limited
2022
Graduate Diploma of Financial Planning
Deakin University
2023
Diploma of Finance and Mortgage Broking Management
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Jun 2009 - Present Current
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