Shweta Mittal Financial Planner Report

Name:
Shweta Mittal

Rep Number:
000429417

Status:
Current

First Advice:
2012

Disciplinary action:
No action

Most Recent Role:
2013-09-03 onwards

Location:
Mulgrave, , VIC, 0

Licensee
Name:

Number:
000246638

ABN:
14 076 093 680

Controlled By:

Appointed By
Name:
Interprac Financial Planning Pty Ltd

Licence Number:
000246638

ABN:
14 076 093 680

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
AMP
AMP Planner Essentials School
Victoria University
Bachelor of Business (Accounting)
CPA Australia
CPA Program
Kaplan Professional
Diploma in Financial Planning (RG146)
MLC
MLC Advice Business School

Memberships
Association of Financial Advisers (AFA)
CPA Australia (CPA)
Financial Planning Association of Australia (FPA)
Institute of Public Accountants (IPA)
The Tax Institute