Financial Adviser
· CLAYTON, VIC
Nilesh Patel
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001240660
Nilesh Patel is a financial adviser based in Clayton, Victoria, with 10 years of experience in the financial services industry. Nilesh is currently authorised under Interprac Financial Planning Pty Ltd. Nilesh 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 Business / Bachelor of Tourism from Monash University. Nilesh is a member of Association of Independently Owned Financial Professionals (AIOFP).
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
2000
Bachelor of Business / Bachelor of Tourism
Monash University
2010
FNS60404 Advanced Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Limited
2025
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education Pty Limited
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2025
FPC003 Superannuation and Retirement Advice
Kaplan Higher Education Pty Limited
2025
FPC006 Taxation for Financial Planning
Kaplan Higher Education Pty Limited
2025
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education Pty Limited