Arpita Dilipkumar Bhatt
Financial Adviser in Clyde North, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001251558
- Location
- Clyde North VIC 3978
- Licensee
- Templestone Financial Services Pty Ltd (AFSL 523831)
- Authorised since
- 10 September 2024
- First provided advice
- 2017
- Qualifications
- Master of Commerce (Professional Accounting), University of Ballarat (2010); Diploma of Financial Planning, Holmesglen Institute (2014); Advanced Diploma of Financial Planning, Mentor Education (2017); Master of Financial Planning, Deakin University (2022)
- 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
- Restriction
- Excludes Margin Lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Arpita Dilipkumar Bhatt
Arpita Dilipkumar Bhatt is a financial adviser in Clyde North, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001251558.
Arpita provides advice as an authorised representative of Templestone Financial Services Pty Ltd, which holds Australian financial services licence 523831. The current authorisation started on 10 September 2024.
According to the register, Arpita first provided financial advice in 2017. Qualifications and training on file include Master of Commerce (Professional Accounting) (University of Ballarat, 2010), Diploma of Financial Planning (Holmesglen Institute, 2014) and Advanced Diploma of Financial Planning (Mentor Education, 2017). Arpita is recorded as a member of Financial Advice Association of Australia (FAAA).
Arpita is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Excludes Margin Lending.”
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Questions people ask
Is Arpita Dilipkumar Bhatt a registered financial adviser?
Yes. Arpita Dilipkumar Bhatt is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001251558.
Which licensee does Arpita Dilipkumar Bhatt work under?
Templestone Financial Services Pty Ltd, Australian financial services licence 523831.
What can Arpita Dilipkumar Bhatt 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. It also records this restriction: "Excludes Margin Lending."