Financial Adviser · NORWEST, NSW

Bishal Chhetri

8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001263156

Bishal Chhetri is a financial adviser based in Norwest, New South Wales, with 8 years of experience in the financial services industry. Bishal is currently authorised under Fiducian Financial Services Pty Ltd. Bishal 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. Bishal 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

Restrictions: Not authorised to provide Margin Lending or Credit advice.

Authorised to provide tax financial advice services

Qualifications and Training

2017
Diploma of Financial Planning
Integrity Education Group
2018
Accredited Listed Product Adviser Program
Kaplan
2021
Certified Financial Planner
Financial Planning Association of Australia
2024
Graduate Diploma of Financial Planning
Kaplan

Registration History

Jun 2019 - Present Current
Not authorised to provide Margin Lending or Credit advice.
ELDERS FINANCIAL PLANNING PTY LTD
Apr 2018 - May 2019 Ceased
Government Debentures, Stocks or Bonds: class of product only. Not authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register