ANAND GUPTA
Financial Adviser · Osborne Park, WA
📚 Qualifications & Training
2006 - Master of Professional Accounting - Masters Degree (AQF 9) - Edith Cowan University
2017 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute
2021 - Chartered Accountant - Professional Designations - Chartered Accountants ANZ
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2025 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
National Tax and Accountants Association (NTAA)
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.