Financial Adviser
· SYDNEY, NSW
Kapil Mistry
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001081
Kapil Mistry is a financial adviser based in Sydney, New South Wales, with 12 years of experience in the financial services industry. Kapil is currently authorised under Mercury Private Pty Ltd. Kapil 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 (International Studies) in Business Strategy and Economic Management and Financ from The University of New South Wales.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2014
Bachelor of Commerce (International Studies) in Business Strategy and Economic Management and Financ
The University of New South Wales
2017
Diploma of Financial Planning
Kaplan Professional
2019
Advanced Diploma of Financial Planning
Kaplan Professional
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2025
Commercial Law
Kaplan Professional
Registration History
FINANCIAL CHOICE PTY LTD
FINANCIAL CHOICE PTY LTD
Source: ASIC Financial Advisers Register