Financial Adviser · SYDNEY, NSW

Bishal Shrestha

SYDNEY, NSW

10 Years experience

Tax advice
authorised

ASIC Registered · ADV 001242011

Currently at

Advice Alley

Sydney, NSW (firm address)

View firm profile

Bishal Shrestha is a financial adviser based in Sydney, New South Wales, with 10 years of experience in the financial services industry since 2016. Bishal is currently authorised under Australia National Investment Group, operating through Advice Alley. Bishal holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Bishal's qualifications include a Bachelor of Business from Charles Sturt University. Bishal is a member of Financial Advice Association of Australia (FAAA) and Financial Planner AFP.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2011

Bachelor of Business

Charles Sturt University

2016

Diploma of Financial Planning

Monarch Institute

2020

Advanced Diploma of Financial Planning

Monarch Institute

2022

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Australia National Investment Group Pty Ltd

Jan 2024 - Present Current

F Palmer & M E Palmer

Dec 2022 - Dec 2023 Ceased

Industry Fund Services Limited

Oct 2021 - Nov 2022 Ceased

Charter Financial Planning Limited

May 2020 - Aug 2020 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Akumin Financial Planning Pty Limited

Aug 2018 - Jan 2020 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Mufg Retire360 Pty Limited

May 2016 - Jul 2018 Ceased

Source: ASIC Financial Advisers Register