Shobhana Patel
Financial Adviser in Windsor, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001254484
- Location
- Windsor NSW 2756
- Licensee
- Peter Vickers Insurance Brokers Pty Ltd (AFSL 229302)
- Authorised since
- 9 May 2017
- First provided advice
- 2017
- Qualifications
- Chartered Accountant, Chartered Accountant Australia and New Zealand (2015); Diploma in Financial Planning, International Institute of Technology (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2020); FPC007B Client Engagement Skills, Kaplan Professional (2020); Financial adviser exam, ASIC (2022)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Financial Advice Association of Australia (FAAA)
- 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 Shobhana Patel
Shobhana Patel is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Windsor, New South Wales (adviser number 001254484).
Shobhana provides advice as an authorised representative of Peter Vickers Insurance Brokers Pty Ltd, which holds Australian financial services licence 229302. The current authorisation started on 9 May 2017.
According to the register, Shobhana first provided financial advice in 2017. Qualifications and training on file include Chartered Accountant (Chartered Accountant Australia and New Zealand, 2015), Diploma in Financial Planning (International Institute of Technology, 2017) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Professional, 2020). Shobhana is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
Shobhana 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 Shobhana Patel a registered financial adviser?
Yes. Shobhana Patel is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001254484.
Which licensee does Shobhana Patel work under?
Peter Vickers Insurance Brokers Pty Ltd, Australian financial services licence 229302.
What can Shobhana 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.