CHETANKUMAR PATEL
Financial Adviser · Derrimut, VIC
📚 Qualifications & Training
1998 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The Maharaja Sayajirao University of Baroda
2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Other
2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Mentor Education
2022 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional
2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
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.