DINESH AGGARWAL
Financial Adviser · Balcatta, WA
📚 Qualifications & Training
1996 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Punjab University
2010 - Chartered Accountant (CA) - Professional Designations - The Institute of Chartered Accountants of Australia
2010 - Graduate Diploma of Chartered Accounting - Other - The Institute of Chartered Accountants in Australia
2015 - Diploma of Financial Planning - - Integrity Education Group
2015 - Diploma of Financial Planning - Diploma (AQF 5) - Integrity Education Group
2015 - Self-Managed Super Funds (SMSF) & Margin Lending (ML) - Other - Integrity Education Group
2017 - Fellow Certified Practising Accountant (FCPA) - Professional Designations - CPA Australia
2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Integrity Education Group
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
CPA Australia (CPA)
Chartered Accountants in Australia
The Tax Institute
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.