Financial Adviser · BLACKBURN, VIC

Vijay Pravin Ghelani

27 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000289191

Vijay Pravin Ghelani is a financial adviser based in Blackburn, Victoria, with 27 years of experience in the financial services industry. Vijay is currently authorised under Charter Financial Planning Limited. Vijay 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 (FPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

1998

Bachelor of Commerce

Monash University

2001

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

2003

Certified Financial Planner

Financial Planning Association of Australia (FPA)

2006

ASX Listed Products Accreditation Course

Savings Factory

2012

Master of Applied Finance

Kaplan Higher Education Pty Limited

2015

Self Managed Superannuation Funds

Mentor Education Pty Ltd

2017

ASX Listed Product Accreditation Course (LPAC)

LPAC Online

2017

Master of Financial Planning

Deakin University

2021

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Jan 2007 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register