ALKA KALASABAIL
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2016 - Bachelor of Applied Finance/Bachelor of Economics - Bachelor Degree (AQF 7) - Macquarie University
2016 - Diploma of Financial Planning (FNS50615) - Diploma (AQF 5) - Kaplan
2018 - Certified Financial Planner - Professional Designations - Financial Advice Association of Australia
2020 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2020 - TASACLv2 Commercial Law - Other - Kaplan
2022 - ALPA - Other - Kaplan
🏢 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.