Financial Adviser · OSBORNE PARK, WA

Anand Gupta

9 Years experience
Tax advice
authorised
ASIC Registered · ADV 001256616

Anand Gupta is a financial adviser based in Osborne Park, Western Australia, with 9 years of experience in the financial services industry. Anand is currently authorised under Interprac Financial Planning Pty Ltd. Anand 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 Master of Professional Accounting from Edith Cowan University. Anand is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and National Tax and Accountants Association (NTAA).

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

2006
Master of Professional Accounting
Edith Cowan University
2017
Diploma of Financial Planning
Monarch Institute
2021
Chartered Accountant
Chartered Accountants ANZ
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2025
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education Pty Limited

Registration History

Jun 2022 - Present Current
Aug 2020 - Jun 2022 Ceased
May 2018 - Aug 2020 Ceased
Same authority as the Licensee excluding Margin Lending
Jul 2017 - May 2018 Ceased
Same as Licensee excluding Margin Lending and Securities

Source: ASIC Financial Advisers Register