Akriti Gupta
Financial Adviser in Bella Vista, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000453782
- Location
- Bella Vista NSW 2153
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 16 February 2021
- First provided advice
- 2014
- Qualifications
- Bachelor of Commerce (Accounting), Macquarie University (2011); Diploma of Financial Services (Financial Planning), Mentor Education Group (2011); Advanced Diploma of Financial Planning, Mentor Education Group (2012); Certified Financial Planner, Financial Planning Association of Australia (2018); Profesionalism and Ethics in Financial Advice, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- This authorised representative is only authorised to give class of product advice in relation to Securities.
- Tax (financial) advice
- Yes
- Register status
- Current
About Akriti Gupta
Akriti Gupta is a financial adviser in Bella Vista, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000453782.
Akriti provides advice as an authorised representative of Capstone Financial Planning Pty Ltd, which holds Australian financial services licence 223135. That authorisation dates from 16 February 2021.
According to the register, Akriti first provided financial advice in 2014. The qualifications listed for Akriti include Bachelor of Commerce (Accounting) (Macquarie University, 2011), Diploma of Financial Services (Financial Planning) (Mentor Education Group, 2011) and Advanced Diploma of Financial Planning (Mentor Education Group, 2012). Akriti is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “This authorised representative is only authorised to give class of product advice in relation to Securities.”
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Questions people ask
Is Akriti Gupta a registered financial adviser?
Yes. Akriti Gupta is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000453782.
Which licensee does Akriti Gupta work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Akriti Gupta give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "This authorised representative is only authorised to give class of product advice in relation to Securities."