Financial Adviser · PERTH, WA

Abhishek Sheth

PERTH, WA
9 Years experience
Tax advice
authorised
ASIC Registered · ADV 001255020
Licensee
Sydney, NSW (licence address on ASIC register)

About Abhishek Sheth

Abhishek Sheth is a financial adviser based in Perth, Western Australia, with 9 years of experience in the financial services industry since 2017. Abhishek is currently authorised under Bridges Financial Services. Abhishek holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Abhishek's qualifications include a Master of Business Administration Advanced from University of Wollongong.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2008
Master of Business Administration Advanced
University of Wollongong
2010
Core 1 Securities & Managed Investments Accreditation Program
Deakin Prime Corporate Education
2011
Margin Lending and Geared Investments
Kaplan Education Pty Ltd
2015
FNS50611 Diploma of Financial Planning
Kaplan Education Pty Ltd
2017
FNS60415 Advanced Diploma of Financial Planning
Kaplan Education Pty Ltd
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Education Pty Ltd
2026
Commercial Law
Kaplan Education Pty Ltd
2026
Tax for Financial Advising
Kaplan Education Pty Ltd

Registration History

Jun 2021 - Present Current
May 2017 - Nov 2018 Ceased
Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. SMSF restriction.

Source: ASIC Financial Advisers Register