JASKARN ATWAL
Financial Adviser · Coffs Harbour, NSW
📚 Qualifications & Training
2007 - Bachelor of International Business - - Griffith University Queensland
2011 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional Education
2014 - Advanced Diploma of Financial Planning - - Kaplan Professional Education
2017 - Self-Managed Super Funds - - AAMC Training Group
2021 - Margin Lending Specialist - Other - Kaplan Professional
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - 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.