BHAVIK (KRISHNA) KOTHARI
Financial Adviser · Modbury, SA
📚 Qualifications & Training
2002 - Bachelors of Commerce - Bachelor Degree (AQF 7) - Gujarat University - India
2006 - Masters of Commerce - Masters Degree (AQF 9) - Gujarat University - India
2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2013 - Securities and Managed Investments - Diploma (AQF 5) - Kaplan Professional
2016 - Master of Applied Finance - Masters Degree (AQF 9) - University of Adelaide
2017 - Advanced Diploma in Financial planning - Advanced Diploma (AQF 6) - Kaplan Professional
2022 - Super Concepts and ICFS specialist SMSF - Certificate (AQF 1-4) - University of Adelaide
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.