ALI MOSTAGHIMI
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - ThreeSixty
2009 - Master of Commerce (Financial Planning) - Masters Degree (AQF 9) - University of Western Sydney
2009 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan
2010 - Margin Lending and Geared Investments - - Kaplan Professional
2024 - Ethics & Professionalism 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.