Kapil Mistry
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001081
- Location
- Sydney NSW 2000
- Licensee
- Mercury Private Pty Ltd (AFSL 473466)
- Authorised since
- 20 November 2018
- First provided advice
- 2014
- Qualifications
- Bachelor of Commerce (International Studies) in Business Strategy and Economic Management and Financ, The University of New South Wales (2014); Diploma of Financial Planning, Kaplan Professional (2017); Advanced Diploma of Financial Planning, Kaplan Professional (2019); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019); Commercial Law, Kaplan Professional (2025)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Kapil Mistry
Kapil Mistry is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001001081.
The licensee Kapil advises under is Mercury Private Pty Ltd (AFS licence 473466). That authorisation dates from 20 November 2018.
According to the register, Kapil first provided financial advice in 2014. The qualifications listed for Kapil include Bachelor of Commerce (International Studies) in Business Strategy and Economic Management and Financ (The University of New South Wales, 2014), Diploma of Financial Planning (Kaplan Professional, 2017) and Advanced Diploma of Financial Planning (Kaplan Professional, 2019).
Kapil 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 Kapil Mistry a registered financial adviser?
Yes. Kapil Mistry is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001081.
Which licensee does Kapil Mistry work under?
Mercury Private Pty Ltd, Australian financial services licence 473466.
What can Kapil Mistry 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; standard margin lending.