Data sourced from ASIC Financial Advisers Register
Financial Adviser · GEELONG WEST, VIC

Gaurav Bhanot

9 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001251321

Gaurav Bhanot is a financial adviser based in Geelong West, Victoria, with 9 years of experience in the financial services industry. Gaurav is currently authorised under Akumin Financial Planning Pty Limited. Gaurav 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 Deposit Products Government Bonds

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

2006
Master of Accounting
Central Queensland University
2015
Diploma of Financial Planning
Integrity Education Group
2019
Self Managed Superannuation Funds
Integrity Education Group
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2023
Certified Financial Planner
Financial Planning Association of Australia (FPA)

Registration History

Akumin Financial Planning Pty Limited
Jul 2020 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Akumin Financial Planning Pty Limited
Aug 2017 - Jun 2020 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Akumin Financial Planning Pty Limited
Jan 2017 - Jun 2017 Ceased
Authorised in MDA services, which is restricted to Limited Authority to Operate services.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