Financial Adviser · MULGRAVE, VIC

Guhan Punniakotti

MULGRAVE, VIC
13 Years experience
Tax advice
authorised
ASIC Registered · ADV 001248853
Currently at
Cairnlea, VIC (firm address)

Guhan Punniakotti is a financial adviser based in Mulgrave, Victoria, with 13 years of experience in the financial services industry since 2013. Guhan is currently authorised under Intellect Wealth, operating through Intellectual Wealth Management. Guhan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Guhan's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Ltd.

Authorised to Advise On

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

Restrictions: Superannuation excluding financial product advice in relation to the establishment of a self-managed superannuation fund (as self -managed superannuation fund is defined in section 761A of the Corporations Act 2001 and which has the same meaning as in sections 17A and 17B of the Superannuation Industry (Supervision) Act 1993)).

Authorised to provide tax financial advice services

Qualifications and Training

2010
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd

Registration History

Feb 2021 - Present Current
Superannuation excluding financial product advice in relation to the establishment of a self-managed superannuation fund (as self -managed superannuation fund is defined in section 761A of the Corporations Act 2001 and which has the same meaning as in sections 17A and 17B of the Superannuation Industry (Supervision) Act 1993)).
Apr 2020 - Feb 2021 Ceased
Dec 2018 - Apr 2020 Ceased

Source: ASIC Financial Advisers Register