BISHAL SHRESTHA

Financial Adviser · St Leonard, NSW

Registered

Registration Number

001242011

Registration Status

Registered

Location

St Leonard, NSW 2065

Providing Advice Since

2016

Registration Date

10/08/2018

Financial Services Licensee

AKUMIN FINANCIAL PLANNING PTY LIMITED

Licence #000232706

📚 Qualifications & Training

2011 - Bachelor of Business - Bachelor Degree (AQF 7) - Charles Sturt University
2016 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute
2020 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute
2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)
Financial Planner AFP

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.