Financial Adviser
· PARRAMATTA, NSW
Neha Chitre
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001259930
Neha Chitre is a financial adviser based in Parramatta, New South Wales, with 9 years of experience in the financial services industry. Neha is currently authorised under Mufg Retire360 Pty Limited. Neha holds authorisations to advise on superannuation, life insurance, deposit products and government bonds, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce (Financial Accounting & Auditing) from University of Bombay (India).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1993
Bachelor of Commerce (Financial Accounting & Auditing)
University of Bombay (India)
2014
Certificate IV in Credit Management
Kaplan Professional
2017
Diploma of Financial Planning
Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Source: ASIC Financial Advisers Register