Vishal Bakshi
Financial Adviser in South Morang, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000324694
- Location
- South Morang VIC 3752
- Licensee
- Dja Capital Pty. Ltd. (AFSL 342893)
- Authorised since
- 9 February 2021
- First provided advice
- 2008
- Qualifications
- Diploma Financial Services (Financial Planning) FNS50804, Kaplan Australia (2005); Advanced Diploma Services (Financial Planning) FNS60404, Kaplan Australia (2007); RG146 Margin Lending, MLC ThreeSixty (2012)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Vishal Bakshi
Vishal Bakshi is listed on ASIC’s Financial Advisers Register as a current financial adviser based in South Morang, Victoria (adviser number 000324694).
The licensee Vishal advises under is Dja Capital Pty. Ltd. (AFS licence 342893). That authorisation dates from 9 February 2021.
According to the register, Vishal first provided financial advice in 2008. The qualifications listed for Vishal include Diploma Financial Services (Financial Planning) FNS50804 (Kaplan Australia, 2005), Advanced Diploma Services (Financial Planning) FNS60404 (Kaplan Australia, 2007) and RG146 Margin Lending (MLC ThreeSixty, 2012). Vishal is recorded as a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
The authorisation covers advice 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.
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Questions people ask
Is Vishal Bakshi a registered financial adviser?
Yes. Vishal Bakshi is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000324694.
Which licensee does Vishal Bakshi work under?
Dja Capital Pty. Ltd., Australian financial services licence 342893.
What can Vishal Bakshi 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.