Financial Adviser
· MOONEE PONDS, VIC
Abhishek Gupta
No disciplinary history on record with ASIC
MOONEE PONDS,
VIC
17
Years experience
ASIC Registered · ADV 001270201
Abhishek Gupta is a financial adviser based in Moonee Ponds, Victoria, with 17 years of experience in the financial services industry since 2009. Abhishek is currently authorised under Pgw Financial Services. Abhishek holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Abhishek's qualifications include a Master of Commerce from The University of Queensland. Abhishek is a member of CPA Australia (CPA).
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Qualifications and Training
2007
Master of Commerce
The University of Queensland
2009
Diploma of Financial Services
Mentor Education
2018
Advanced Diploma In Financial Planning
Mentor Education
2020
Self Managed Superannuation Fund Adviser (Personal Advice)
Mentor Education
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
This Authorisation excludes Self Managed Superannuation Funds and Credit Services (as Related to Financial Planning)
Source: ASIC Financial Advisers Register