Financial Adviser
· NEDLANDS, WA
Neket Shah
No disciplinary history on record with ASIC
NEDLANDS,
WA
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001253524
Practice
Nedlands, WA (practice address on ASIC register)
Licensed through Capstone Financial Planning
About Neket Shah
Neket Shah is a financial adviser based in Nedlands, Western Australia, with 9 years of experience in the financial services industry since 2017. Neket works at Shah Private Wealth, which is licensed through Capstone Financial Planning. Neket holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Neket's qualifications include a Bachelor of Commerce (Banking and Finance) from Curtin University of Technology.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2013
Bachelor of Commerce (Banking and Finance)
Curtin University of Technology
2014
Diploma of Financial Planning
Monarch Institute
2019
Advanced Diploma of Financial Planning
Monarch Institute
2024
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2025
Commercial Law
Kaplan Professional
2025
Tax for Financial Advising
Kaplan Professional
Registration History
BADGE FINANCIAL PTY LTD
Excludes SMSF
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register