ANISH AGARWAL
Financial Adviser · South Eveleigh, NSW
📚 Qualifications & Training
2008 - Bachelor of Commerce (Banking and Insurance) - Bachelor Degree (AQF 7) - University of Mumbai
2008 - Bachelor of Commerce - - University of Mumbai
2012 - Post Graduate Diploma in Business Management - Graduate Diploma (AQF 8) - N. L. Damia Institute of Management Studies and Research
2015 - Diploma of Financial Planning - - Kaplan Professional
2025 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
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.