AKRITI GUPTA
Financial Adviser · Bella Vista, NSW
📚 Qualifications & Training
2011 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - Macquarie University
2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education Group
2012 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education Group
2018 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2020 - Profesionalism and Ethics in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.