Kalapi Trivedi
Financial Adviser in Bentleigh East, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000403680
- Location
- Bentleigh East VIC 3165
- Licensee
- Bluewater Financial Advisors Pty Ltd (AFSL 411846)
- Authorised since
- 2 September 2019
- First provided advice
- 2011
- Qualifications
- RG146 Tier 1 Specialist Risk Management, IIT (2015); Diploma of Financial Planning, ITT (2016); Specialist Self-managed Superannuation Fund, ITT (2016)
- 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 Kalapi Trivedi
Kalapi Trivedi is a financial adviser in Bentleigh East, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000403680.
The licensee Kalapi advises under is Bluewater Financial Advisors Pty Ltd (AFS licence 411846). The current authorisation started on 2 September 2019.
The register records 2011 as the year Kalapi first provided financial advice. Qualifications and training on file include RG146 Tier 1 Specialist Risk Management (IIT, 2015), Diploma of Financial Planning (ITT, 2016) and Specialist Self-managed Superannuation Fund (ITT, 2016).
Kalapi 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 Kalapi Trivedi a registered financial adviser?
Yes. Kalapi Trivedi is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000403680.
Which licensee does Kalapi Trivedi work under?
Bluewater Financial Advisors Pty Ltd, Australian financial services licence 411846.
What can Kalapi Trivedi 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.