ASHOK DESAI
Financial Adviser · Perth, WA
📚 Qualifications & Training
1996 - MBA - - University of Western Australia
1997 - Graduate Diploma of Applied Finance and Investment - - Securities Institute of Australia
2000 - Accredited FInancial Planning Specialist - - ICAA
2010 - Margin Lending and Geared Investments - - Kaplan Professional
2019 - FASEA Exam - Other - FASEA
🏢 Professional Memberships
Institute of Chartered Accountants Australia
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.