Financial Adviser
· MELBOURNE, VIC
Preethi Jagadish Mittur
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001272649
Preethi Jagadish Mittur is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry. Preethi is currently authorised under Bespoke Wealth Pty Ltd. Preethi 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 BACHELOR OF COMMERCE from MONASH 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
2014
BACHELOR OF COMMERCE
MONASH UNIVERSITY
2014
BACHELOR OF ECONOMICS
MONASH UNIVERSITY
2018
GRADUATE DIPLOMA FINANCIAL PLANNING
Kaplan Higher Education Pty Limited
2023
SuperConcepts Specialist SMSF Online Learning Modules
SUPERCONCEPTS
2023
TAX FOR FINANCIAL ADVISING
KAPLAN HIGHER EDUCATION PTY LIMITED
2024
ETHICS AND PROFESSIONALISM IN FINANCIAL ADVICE
Ethics - Kaplan Higher Education Pty Limited
Registration History
Is not authorised to provide advice on Self-Managed Superannuation Funds.
Source: ASIC Financial Advisers Register