Financial Adviser
· NARRE WARREN, VIC
Mohit Goyal
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000456202
Mohit Goyal is a financial adviser based in Narre Warren, Victoria, with 19 years of experience in the financial services industry since 2007. Mohit is currently authorised under Mg Wealth Advisors, operating through Mg Wealth Management. Mohit holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Mohit's qualifications include a Bachelor of Commerce from University of Delhi. Mohit is a member of 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
1995
Bachelor of Commerce
University of Delhi
2007
Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy Pty Ltd
2011
Advanced Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy Pty Ltd
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register