Data sourced from ASIC Financial Advisers Register
Financial Adviser · SYDNEY, NSW

Anish Agarwal

11 Years experience
Tax advice
authorised
Currently at
Axies Pty. Ltd.
Brighton, VIC
View firm profile
ASIC Registered · ADV 001008629

Anish Agarwal is a financial adviser based in Sydney, New South Wales, with 11 years of experience in the financial services industry. Anish is currently authorised under Axies Pty. Ltd.. Anish 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 Bachelor of Commerce (Banking and Insurance) from University of Mumbai.

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 financial product advice or deal in direct equities other than Exchange Traded Funds (ETFs) and Listed Investment Companies (LICs) which are approved under the Licensee Approved Product List.

Authorised to provide tax financial advice services

Qualifications and Training

2008
Bachelor of Commerce (Banking and Insurance)
University of Mumbai
2008
Bachelor of Commerce
University of Mumbai
2012
Post Graduate Diploma in Business Management
N. L. Damia Institute of Management Studies and Research
2015
Diploma of Financial Planning
Kaplan Professional
2025
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Axies Pty. Ltd.
Jun 2021 - Present Current
Not authorised to provide financial product advice or deal in direct equities other than Exchange Traded Funds (ETFs) and Listed Investment Companies (LICs) which are approved under the Licensee Approved Product List.
Commonwealth Financial Planning Limited
Jul 2016 - Jun 2021 Ceased
Not authorised to provide personal advice on Securities, Standard Margin Lending
Sfgw Pty Ltd
Nov 2014 - May 2016 Ceased

Source: ASIC Financial Advisers Register