Financial Adviser · DONCASTER EAST, VIC

Vaishali Chitale

12 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 001002562

Vaishali Chitale is a financial adviser based in Doncaster East, Victoria, with 12 years of experience in the financial services industry. Vaishali is currently authorised under Alliance Wealth Pty Ltd. Vaishali 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 (CFP) Education Program from FPA Australia. Vaishali is a member of Certified Financial Planner (CFP) of FAAA.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Government Bonds

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

1991

Bachelor of Arts (Tourism)

University of Delhi (India)

2008

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2010

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2010

Margin Lending Program

MLC ThreeSixty

2017

Certified Financial Planner (CFP) Education Program

FPA Australia

2021

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2024

FPC001B Economic and Legal Context for Financial Planning

Regulation & Legal Obligations - Kaplan Higher Education Pty Limited

2024

FPC007B Client Engagement Skills

Behavioural Finance - Kaplan Higher Education Pty Limited

Registration History

Alliance Wealth Pty Ltd

Jan 2026 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.

Interprac Financial Planning Pty Ltd

Jul 2024 - Jan 2026 Ceased

Bridges Financial Services Pty Limited

Jun 2021 - Apr 2024 Ceased

GWM ADVISER SERVICES PTY LTD

Sep 2020 - May 2021 Ceased

National Australia Bank Limited

Jul 2014 - Aug 2020 Ceased

Source: ASIC Financial Advisers Register