ANJAN KUMAR DAS
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2001 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute of Australia/FINSIA
2004 - Certified Financial Planner - Professional Designations - FAAA(FPA)
2011 - Margin Lending & Geared Investments - Other - KAPLAN
2011 - Self Managed Superannuation Funds - Other - KAPLAN
2014 - Certificate IV in Finance & Mortgage Broking - - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Financial Services Institute of Australasia (FINSIA)
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.