Chetankumar Patel
Financial Adviser in Derrimut, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004792
- Location
- Derrimut VIC 3026
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 2 December 2022
- First provided advice
- 2005
- Qualifications
- Bachelor of Commerce, The Maharaja Sayajirao University of Baroda (1998); Diploma of Financial Services (Financial Planning), Other (2005); Advanced Diploma of Financial Services (Financial Planning), Mentor Education (2009); Client Engagement Skills, Kaplan Professional (2022); Ethics and Professionalism in Financial Advice, Kaplan Professional (2022)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Chetankumar Patel
On the Financial Advisers Register kept by ASIC, Chetankumar Patel appears as a current financial adviser in Derrimut, Victoria, adviser number 001004792.
The licensee Chetankumar advises under is Capstone Financial Planning Pty Ltd (AFS licence 223135). That authorisation dates from 2 December 2022.
The register records 2005 as the year Chetankumar first provided financial advice. Qualifications and training on file include Bachelor of Commerce (The Maharaja Sayajirao University of Baroda, 1998), Diploma of Financial Services (Financial Planning) (Other, 2005) and Advanced Diploma of Financial Services (Financial Planning) (Mentor Education, 2009).
Chetankumar is authorised to advise 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.
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Questions people ask
Is Chetankumar Patel a registered financial adviser?
Yes. Chetankumar Patel is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004792.
Which licensee does Chetankumar Patel work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Chetankumar 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; standard margin lending.