Shweta Mittal – Financial Adviser

Adviser identifying number: 429417
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012

Name of the licence holder: INTERPRAC FINANCIAL PLANNING PTY LTD
Licence number: 246638
Licensee’s ABN: 14076093680
Licence controlled by: INTERPRAC LTD.

The date the Financial Adviser commenced the appointment: 03/09/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INTERPRAC FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 246638
Authorised Representative’s ABN: 14076093680

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

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

Relevant memberships of professional bodies or industry associations:

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

Shweta Mittal is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility