Yogesh Amrital Rupshi Shah
Financial Adviser in Osborne Park, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000454949
- Location
- Osborne Park WA 6017
- Licensee
- Hillross Financial Services Limited (AFSL 232705)
- Authorised since
- 14 March 2014
- First provided advice
- 2004
- Qualifications
- Bachelor of Science in International Business Administration, United States International University (1994); Advanced Diploma of Financial Services (Financial Planning), Financial Planning Association of Australia (FPA) (2005); Fellow Chartered Financial Practitioner (FChFP), Association of Financial Advisers (AFA) (2018); MAI769 Ethics for Financial Services, Deakin University (2020)
- 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, 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 Yogesh Amrital Rupshi Shah
On the Financial Advisers Register kept by ASIC, Yogesh Amrital Rupshi Shah appears as a current financial adviser in Osborne Park, Western Australia, adviser number 000454949.
Yogesh provides advice as an authorised representative of Hillross Financial Services Limited, which holds Australian financial services licence 232705. That authorisation dates from 14 March 2014.
According to the register, Yogesh first provided financial advice in 2004. The qualifications listed for Yogesh include Bachelor of Science in International Business Administration (United States International University, 1994), Advanced Diploma of Financial Services (Financial Planning) (Financial Planning Association of Australia (FPA), 2005) and Fellow Chartered Financial Practitioner (FChFP) (Association of Financial Advisers (AFA), 2018).
Yogesh is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “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 Yogesh Amrital Rupshi Shah a registered financial adviser?
Yes. Yogesh Amrital Rupshi Shah is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000454949.
Which licensee does Yogesh Amrital Rupshi Shah work under?
Hillross Financial Services Limited, Australian financial services licence 232705.
What can Yogesh Amrital Rupshi Shah 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; 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."