Miraj Patel
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000424871
- Location
- Sydney NSW 2000
- Licensee
- MNM Group Financial Services Pty Ltd (AFSL 503737)
- Authorised since
- 17 June 2022
- First provided advice
- 2008
- Qualifications
- Bachelor of Commerce, Guj University of India (2004); Master of Business Administration, University of Technology, Sydney (2006); Diploma in Financial Planning, Mentor (2008); Diploma of Financial Planning, Mentor (2008); Adv. Diploma of Financial Planning 1-3, Mentor (2012); Advance diploma in Financial Planning 1-3, Mentor (2012); Certificate IV Finance & Mortgage, The National Finance Institute (2014); Certificate IV Finance & Mortgage Broking, National Finance Institute (2014); Advance Diploma of Financial Planning, Mentor Education (2019); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019)
- 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, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Miraj Patel
On the Financial Advisers Register kept by ASIC, Miraj Patel appears as a current financial adviser in Sydney, New South Wales, adviser number 000424871.
The licensee Miraj advises under is MNM Group Financial Services Pty Ltd (AFS licence 503737). That authorisation dates from 17 June 2022.
The register records 2008 as the year Miraj first provided financial advice. The qualifications listed for Miraj include Bachelor of Commerce (Guj University of India, 2004), Master of Business Administration (University of Technology, Sydney, 2006) and Diploma in Financial Planning (Mentor, 2008).
The authorisation covers advice 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 Miraj Patel a registered financial adviser?
Yes. Miraj Patel is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000424871.
Which licensee does Miraj Patel work under?
MNM Group Financial Services Pty Ltd, Australian financial services licence 503737.
What can Miraj 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; derivatives.