Bhavna Patel
Financial Adviser in Canberra, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004204
- Location
- Canberra ACT 2601
- Licensee
- Parker Wealth Management Pty Ltd (AFSL 519344)
- Authorised since
- 17 January 2022
- First provided advice
- 2004
- Qualifications
- Advanced Diploma of Financial Planning, Integrity Education Group (2014); Margin Lending, Kaplan Higher Education Pty Ltd (2016); Fellow Chartered Financial Practitioner (FChFP), Association of Financial Advisers (AFA) (2018); Self Managed Superannuation Funds, Kaplan Education Pty Ltd (2018); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Ltd (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
- Tax (financial) advice
- Yes
- Register status
- Current
About Bhavna Patel
On the Financial Advisers Register kept by ASIC, Bhavna Patel appears as a current financial adviser in Canberra, Australian Capital Territory, adviser number 001004204.
Advice is given under the Australian financial services licence of Parker Wealth Management Pty Ltd, licence number 519344. That authorisation dates from 17 January 2022.
According to the register, Bhavna first provided financial advice in 2004. Qualifications and training on file include Advanced Diploma of Financial Planning (Integrity Education Group, 2014), Margin Lending (Kaplan Higher Education Pty Ltd, 2016) and Fellow Chartered Financial Practitioner (FChFP) (Association of Financial Advisers (AFA), 2018). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Bhavna 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.
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Questions people ask
Is Bhavna Patel a registered financial adviser?
Yes. Bhavna Patel is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004204.
Which licensee does Bhavna Patel work under?
Parker Wealth Management Pty Ltd, Australian financial services licence 519344.
What can Bhavna Patel 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.