Financial Adviser
· MELBOURNE, VIC
Neel Shantibhai Popat
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001269825
Neel Shantibhai Popat is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry since 2018. Neel is currently authorised under Synchron Advice, operating through Ram Financial. Neel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Neel's qualifications include a Master of Accounting (Honours) from Swinburne University of Technology.
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
2008
Master of Accounting (Honours)
Swinburne University of Technology
2016
Diploma of Financial Planning
Kaplan Professional
2018
Advanced Diploma of Financial Planning
Kaplan Education Pty Ltd
2025
FPC002B Ethics and Professionalism in Financial Advice.
Ethics - Kaplan Higher Education Pty Limited
2025
FPE020 SMSF Regulations and Taxation
Kaplan Higher Education Pty Limited
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives
Superannuation Authorisation excludes Self Managed Superannuation Funds advice
AON HEWITT FINANCIAL ADVICE LIMITED
Authorised Representative is restricted to providing financial advice and dealing only in relation to Deposit and Payment Products, Life products including (a) investment life insurance products and (b) life risk insurance products, Interest in Managed Investment Schemes including IDPS, Securities, Retirement Savings (RSA) products and Superannuation.
Source: ASIC Financial Advisers Register