ASHISH THADANI

Financial Adviser ยท Parramatta, NSW

Registered

Registration Number

000290396

Registration Status

Registered

Location

Parramatta, NSW 2150

Providing Advice Since

2005

Registration Date

03/03/2022

Financial Services Licensee

EXCALIBUR WEALTH GROUP PTY LTD

Licence #000535263

๐Ÿ“š Qualifications & Training

2005 - Diploma of Financial Services (Financial Planning) - - Tribeca
2006 - Advanced Diploma of Financial Services (Financial Planning) - - Tribeca
2012 - Provide Advice in Margin Lending - - Kaplan Professional
2014 - Self Managed Superannuation Funds - - Kaplan Professional
2018 - Graduate Diploma of Financial Planning - - Kaplan

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.