Mitesh Patel
Financial Adviser in Belconnen, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000438411
- Location
- Belconnen ACT 2617
- Licensee
- CFS Advisory Services Pty Ltd (AFSL 700059)
- Authorised since
- 18 December 2025
- First provided advice
- 2013
- Qualifications
- Bachelor of Commerce, The Australian National University (2011); Diploma of Financial Planning, International Institute of Technology (2013); Margin Lending, IIT (2013); Masters of Applied Finance, Kaplan Higher Education Pty Limited (2014); ALPA, Kaplan Professional (2019); FPC002B, Kaplan Higher Education (2021)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planning Association (FPA) - Certified Financial Planner
- 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 Mitesh Patel
Mitesh Patel is a financial adviser in Belconnen, Australian Capital Territory, listed on the Financial Advisers Register kept by ASIC under adviser number 000438411.
The licensee Mitesh advises under is CFS Advisory Services Pty Ltd (AFS licence 700059). That authorisation dates from 18 December 2025.
According to the register, Mitesh first provided financial advice in 2013. The qualifications listed for Mitesh include Bachelor of Commerce (The Australian National University, 2011), Diploma of Financial Planning (International Institute of Technology, 2013) and Margin Lending (IIT, 2013). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) – Certified Financial Planner.
Mitesh 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 Mitesh Patel a registered financial adviser?
Yes. Mitesh Patel is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000438411.
Which licensee does Mitesh Patel work under?
CFS Advisory Services Pty Ltd, Australian financial services licence 700059.
What can Mitesh 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.