Financial Adviser · SOUTH MORANG, VIC

Vishal Bakshi

SOUTH MORANG, VIC

18 Years experience

Tax advice
authorised

ASIC Registered · ADV 000324694

Currently at

Dja Capital

Beaumaris, VIC (firm address)

View firm profile

Vishal Bakshi is a financial adviser based in South Morang, Victoria, with 18 years of experience in the financial services industry since 2008. Vishal is currently authorised under Dja Capital. Vishal holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Vishal's qualifications include a Advanced Diploma Services (Financial Planning) FNS60404 from Kaplan Australia. Vishal is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2005

Diploma Financial Services (Financial Planning) FNS50804

Kaplan Australia

2007

Advanced Diploma Services (Financial Planning) FNS60404

Kaplan Australia

2012

RG146 Margin Lending

MLC ThreeSixty

Registration History

Dja Capital Pty. Ltd.

Feb 2021 - Present Current

GWM ADVISER SERVICES PTY LTD

Sep 2012 - Feb 2021 Ceased

Charter Financial Planning Limited

Apr 2012 - Aug 2012 Ceased

JIGSAW SUPPORT SERVICES PTY LIMITED

Apr 2008 - Apr 2012 Ceased

Source: ASIC Financial Advisers Register