JASMINDER KAUR GREWAL
Financial Adviser Ā· Bentleigh East, VIC
š Qualifications & Training
2004 - Certified Financial Planner - - Financial Planning Association of Australia
2005 - Advanced Diploma of Financial Services (Financial Planning) - - Tribeca
2007 - Self Managed Superannuation Funds - - Kaplan
2014 - Margin Lending - - Mentor Education
2021 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan
š¢ Professional Memberships
Financial Advice Association of Australia (FAAA)
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.