AJEY MALIK
Financial Adviser Ā· Osborne Park, WA
š Qualifications & Training
2005 - Bachelor of Commerce (Economics and Finance) - Bachelor Degree (AQF 7) - Curtin University
2007 - Master of Commerce (Finance) - Masters Degree (AQF 9) - Curtin University
2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan
2018 - Self Managed Superannuation Funds - - Kaplan
2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
ā¹ļø 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.