Financial Adviser · MELBOURNE, VIC

Nirlep Kalra

MELBOURNE, VIC

15 Years experience

Tax advice
authorised

ASIC Registered · ADV 000404456

Currently at

Intelliplan

Bella Vista, NSW (firm address)

View firm profile

About Nirlep Kalra

Nirlep Kalra is a financial adviser based in Melbourne, Victoria, with 15 years of experience in the financial services industry since 2011. Nirlep is currently authorised under Templestone Financial Services. Nirlep holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Nirlep's qualifications include a Advanced Diploma of Financial Services (Financial Planning) from International Institute of Technology (IIT).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Excluding margin lending

Authorised to provide tax financial advice services

Qualifications and Training

2009

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2012

Advanced Diploma of Financial Services (Financial Planning)

International Institute of Technology (IIT)

Registration History

Templestone Financial Services Pty Ltd

Oct 2025 - Present Current

Excluding margin lending

Ellerfield Private Wealth Pty Limited

Jun 2021 - Sep 2025 Ceased

Also authorised for Deposit and Payment Products limited to Basic Deposit Products and Deposit Products other than Basic Deposit Products

Shartru Wealth Management Pty Ltd

Nov 2018 - Jun 2021 Ceased

Axies Pty. Ltd.

Jul 2018 - Nov 2018 Ceased

DOVER FINANCIAL ADVISERS PTY LTD

Apr 2016 - Jun 2018 Ceased

Financial Wisdom Limited

Jun 2014 - Apr 2016 Ceased

Not authorised to provide personal advice on Standard Margin Lending; SMSF.

Charter Financial Planning Limited

Apr 2012 - May 2014 Ceased

JIGSAW SUPPORT SERVICES PTY LIMITED

May 2011 - Apr 2012 Ceased

Source: ASIC Financial Advisers Register