Financial Adviser
· GEELONG, VIC
Ruchir Gulati
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001256233
Ruchir Gulati is a financial adviser based in Geelong, Victoria, with 9 years of experience in the financial services industry since 2017. Ruchir is currently authorised under Lifespan Financial Planning Pty Ltd, operating through Lifespan Financial Planning. Ruchir holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ruchir's qualifications include a Master of Business from Victoria University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2004
Bachelor of Commerce
Kurukshetra University
2007
Master of Business
Victoria University
2016
Diploma of Finance and Mortgage Broking Management
Skill Solutions
2017
Diploma of Financial Planning
Mentor Education
2020
Ethics and Professionalism in Financial Advice
Kaplan
2024
Client Engagement Skills
Behavioural Finance - Kaplan
2026
SuperConcepts Specialist SMSF Online Course
The University of Adelaide