Shweta Gupta
Financial Adviser in Mulgrave, Victoria, Australia
Review Shweta Gupta
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000429417
- Location
- Mulgrave VIC 3170
- Licensee
- Vivid Financial Planning Pty Ltd (AFSL 478937)
- Authorised since
- 1 May 2022
- First provided advice
- 2012
- Qualifications
- Bachelor of Business(Accounting), Victoria University (2003); Diploma in Financial Planning, Kaplan (2012); Certificate IV in Finance and Mortgage Broking, Kaplan (2015); 2025SP5 FPC002B, Kaplan (2025); 2025SP5 FPC007B, Kaplan (2025)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, 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 Shweta Gupta
Shweta Gupta is a financial adviser in Mulgrave, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000429417.
The licensee Shweta advises under is Vivid Financial Planning Pty Ltd (AFS licence 478937). The current authorisation started on 1 May 2022.
The register records 2012 as the year Shweta first provided financial advice. The qualifications listed for Shweta include Bachelor of Business(Accounting) (Victoria University, 2003), Diploma in Financial Planning (Kaplan, 2012) and Certificate IV in Finance and Mortgage Broking (Kaplan, 2015). Professional memberships recorded: CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
Shweta is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Shweta Gupta here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Shweta Gupta a registered financial adviser?
Yes. Shweta Gupta is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000429417.
Which licensee does Shweta Gupta work under?
Vivid Financial Planning Pty Ltd, Australian financial services licence 478937.
What can Shweta Gupta give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.