Financial Adviser
· CLAYTON, VIC
Nilesh Patel
No disciplinary history on record with ASIC
CLAYTON,
VIC
10
Years experience
ASIC Registered · ADV 001240660
About Nilesh Patel
Nilesh Patel is a financial adviser based in Clayton, Victoria, with 10 years of experience in the financial services industry since 2016. Nilesh is currently authorised under Anadara Capital. Nilesh holds authorisations to advise on managed investments, securities, deposit products and government bonds. Nilesh's qualifications include a Bachelor of Business / Bachelor of Tourism from Monash University.
Authorised to Advise On
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
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
Registration History
Source: ASIC Financial Advisers Register