Vijay Pravin Ghelani
Financial Adviser in Blackburn, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000289191
- Location
- Blackburn VIC 3130
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 23 January 2007
- First provided advice
- 1999
- Qualifications
- Bachelor of Commerce, Monash University (1998); Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2001); Certified Financial Planner, Financial Planning Association of Australia (FPA) (2003); ASX Listed Products Accreditation Course, Savings Factory (2006); Master of Applied Finance, Kaplan Higher Education Pty Limited (2012); Self Managed Superannuation Funds, Mentor Education Pty Ltd (2015); ASX Listed Product Accreditation Course (LPAC), LPAC Online (2017); Master of Financial Planning, Deakin University (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2021)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Vijay Pravin Ghelani
Vijay Pravin Ghelani is a financial adviser in Blackburn, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000289191.
The licensee Vijay advises under is Charter Financial Planning Limited (AFS licence 234665). The current authorisation started on 23 January 2007.
The register records 1999 as the year Vijay first provided financial advice. Qualifications and training on file include Bachelor of Commerce (Monash University, 1998), Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2001) and Certified Financial Planner (Financial Planning Association of Australia (FPA), 2003).
Vijay is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Vijay Pravin Ghelani a registered financial adviser?
Yes. Vijay Pravin Ghelani is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000289191.
Which licensee does Vijay Pravin Ghelani work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Vijay Pravin Ghelani 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."