Ruchir Gulati
Financial Adviser in Geelong, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001256233
- Location
- Geelong VIC 3220
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 3 July 2025
- First provided advice
- 2017
- Qualifications
- Bachelor of Commerce, Kurukshetra University (2004); Master of Business, Victoria University (2007); Diploma of Finance and Mortgage Broking Management, Skill Solutions (2016); Diploma of Financial Planning, Mentor Education (2017); Ethics and Professionalism in Financial Advice, Kaplan (2020); Client Engagement Skills, Kaplan (2024); SuperConcepts Specialist SMSF Online Course, The University of Adelaide (2026)
- 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 Ruchir Gulati
Ruchir Gulati is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Geelong, Victoria (adviser number 001256233).
Advice is given under the Australian financial services licence of Lifespan Financial Planning Pty Ltd, licence number 229892. The current authorisation started on 3 July 2025.
According to the register, Ruchir first provided financial advice in 2017. The qualifications listed for Ruchir include Bachelor of Commerce (Kurukshetra University, 2004), Master of Business (Victoria University, 2007) and Diploma of Finance and Mortgage Broking Management (Skill Solutions, 2016).
Ruchir 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 Ruchir Gulati a registered financial adviser?
Yes. Ruchir Gulati is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001256233.
Which licensee does Ruchir Gulati work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Ruchir Gulati 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.