Financial Adviser · MELBOURNE, VIC

Kinjal Sureshbhai Patel

1 Years experience
ASIC Registered · ADV 001309246

Kinjal Sureshbhai Patel is a financial adviser based in Melbourne, Victoria, with 1 year of experience in the financial services industry. Kinjal is currently authorised under Integritas Fiduciary Pty Ltd. Kinjal holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Their qualifications include a Bachelor of Business Administration from Maharaja Sayajirao University.

Authorised to Advise On

Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Qualifications and Training

2018
Bachelor of Business Administration
Maharaja Sayajirao University
2021
Financial Planning
Deakin University

Registration History

Aug 2024 - Present Current
UNITED GLOBAL CAPITAL PTY LTD
May 2024 - Jul 2024 Ceased

Source: ASIC Financial Advisers Register