Financial Adviser
· SYDNEY, NSW
Miraj Patel
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000424871
Miraj Patel is a financial adviser based in Sydney, New South Wales, with 18 years of experience in the financial services industry. Miraj is currently authorised under Mnm Group Financial Services Pty Ltd. Miraj 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 Master of Business Administration from University of Technology, Sydney.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2004
Bachelor of Commerce
Guj University of India
2006
Master of Business Administration
University of Technology, Sydney
2008
Diploma in Financial Planning
Mentor
2008
Diploma of Financial Planning
Mentor
2012
Adv. Diploma of Financial Planning 1-3
Mentor
2012
Advance diploma in Financial Planning 1-3
Mentor
2014
Certificate IV Finance & Mortgage
The National Finance Institute
2014
Certificate IV Finance & Mortgage Broking
National Finance Institute
2019
Advance Diploma of Financial Planning
Mentor Education
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
MIRAJ PATEL
DOVER FINANCIAL ADVISERS PTY LTD
DOVER FINANCIAL ADVISERS PTY LTD
FLOWERS FINANCIAL MANAGEMENT PTY. LIMITED
Source: ASIC Financial Advisers Register