DEEPAK RAJ
Financial Adviser Ā· Adelaide, SA
š Qualifications & Training
2016 - Bachelor of Commerce (Corporate Finance) - Bachelor Degree (AQF 7) - The University of Adelaide
2019 - Master of Finance and Business Economics - Masters Degree (AQF 9) - The University of Adelaide
2022 - Chartered Financial Analyst - Professional Designations - CFA Institute
2023 - Foreign Exchange Accreditation Program - Other - SIAA
2024 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
š¢ Professional Memberships
Chartered Financial Analyst Institute (CFA Institute)
ā¹ļø 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.