Chetankumar Patel
PROSPER & GROW FINANCIAL SERVICES PTY LTD · Derrimut VIC 3026 · Advising since 2005
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001004792
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- CAPSTONE FINANCIAL PLANNING PTY LTD · AFSL 223135Through authorised representative PROSPER & GROW FINANCIAL SERVICES PTY LTD (no. 001235218)Since 2 December 2022
- Principal business address
- Derrimut VIC 3026
- First year providing advice
- 2005
- Can provide tax (financial) advice
- Yes
- Memberships
- None recorded
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTDec 2022 – presentCAPSTONE FINANCIAL PLANNING PTY LTD · AFSL 223135Through authorised representative PROSPER & GROW FINANCIAL SERVICES PTY LTD (no. 001235218)
- CEASEDSep 2015 – Dec 2022CHARTER FINANCIAL PLANNING LIMITED · AFSL 234665
- CEASEDSep 2006 – Sep 2015WESTPAC BANKING CORPORATION · AFSL 233714
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Client Engagement Skills
Kaplan Professional · 2022 · Bridging Course - Behavioural Finance
Ethics and Professionalism in Financial Advice
Kaplan Professional · 2022 · Bridging Course - Ethics
Advanced Diploma of Financial Services (Financial Planning)
Mentor Education · 2009 · Advanced Diploma (AQF 6)
Diploma of Financial Services (Financial Planning)
Other · 2005 · Diploma (AQF 5)
Bachelor of Commerce
The Maharaja Sayajirao University of Baroda · 1998 · Bachelor Degree (AQF 7)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Chetankumar Patel claims the profile.
Reviews
Not yet reviewed
No client has reviewed Chetankumar Patel on Souffle yet.
Contacting Chetankumar Patel
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
PROSPER & GROW FINANCIAL SERVICES PTY LTD
Authorised by CAPSTONE FINANCIAL PLANNING PTY LTD · AFSL 223135
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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