ABHISHEK GUPTA
Financial Adviser · Moonee Ponds, VIC
📚 Qualifications & Training
2007 - Master of Commerce - Masters Degree (AQF 9) - The University of Queensland
2009 - Diploma of Financial Services - - Mentor Education
2018 - Advanced Diploma In Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
2020 - Self Managed Superannuation Fund Adviser (Personal Advice) - Other - Mentor Education
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
CPA Australia (CPA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.