Kalapi Trivedi
BLUEWATER FINANCIAL ADVISORS PTY LTD · Bentleigh East VIC 3165 · Advising since 2011
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
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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
- 000403680
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- BLUEWATER FINANCIAL ADVISORS PTY LTD · AFSL 411846Since 2 September 2019
- Principal business address
- Bentleigh East VIC 3165
- First year providing advice
- 2011
- 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
- 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.
- CURRENTSep 2019 – presentBLUEWATER FINANCIAL ADVISORS PTY LTD · AFSL 411846
- CEASEDMay 2019 – Sep 2019INTERPRAC FINANCIAL PLANNING PTY LTD · AFSL 246638Through authorised representative ELITE INSURANCE GROUP PTY LTD (no. 001263289)
- CEASEDDec 2018 – May 2019BOSTON REED PTY LTD · AFSL 225738
- CEASEDMar 2018 – Dec 2018EVERMORE MONEY MANAGEMENT PTY LTD · AFSL 401712
- CEASEDMay 2015 – Feb 2018DOVER FINANCIAL ADVISERS PTY LTD · AFSL 307248
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
Diploma of Financial Planning
ITT · 2016
Specialist Self-managed Superannuation Fund
ITT · 2016
RG146 Tier 1 Specialist Risk Management
IIT · 2015
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 Kalapi Trivedi claims the profile.
Reviews
Not yet reviewed
No client has reviewed Kalapi Trivedi on Souffle yet.
Contacting Kalapi Trivedi
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
BLUEWATER FINANCIAL ADVISORS PTY LTD · AFSL 411846
- 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
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
Once Kalapi Trivedi claims this profile, their own contact options can appear here.
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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