Financial Adviser · WINDSOR, NSW

Shobhana Patel

9 Years experience

Tax advice
authorised

ASIC Registered · ADV 001254484

Currently at

Lindfield, NSW

View firm profile

Shobhana Patel is a financial adviser based in Windsor, New South Wales, with 9 years of experience in the financial services industry since 2017. Shobhana is currently authorised under Peter Vickers Insurance Brokers, operating through Peter Vickers & Associates. Shobhana holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Shobhana's qualifications include a Diploma in Financial Planning from International Institute of Technology. Shobhana is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).

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

2015

Chartered Accountant

Chartered Accountant Australia and New Zealand

2017

Diploma in Financial Planning

International Institute of Technology

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

2020

FPC007B Client Engagement Skills

Behavioural Finance - Kaplan Professional

2022

Financial adviser exam

ASIC

Registration History

Peter Vickers Insurance Brokers Pty Ltd

May 2017 - Present Current

Source: ASIC Financial Advisers Register