ADIL ROSHANALI VALANI
Financial Adviser · Parramatta, NSW
📚 Qualifications & Training
2014 - Diploma of Financial Planning - Diploma (AQF 5) - Pinnacle Financial Services Academy
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2020 - Self Managed Superannuation Funds - Other - Kaplan Professional Education
2021 - Margin Lending - Other - Kaplan Professional Education
2025 - Commercial Law - Other - Kaplan Professional Education
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.