JAYALATHA CHIDAMBARA BHARATHI
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2002 - Degree of Bachelor of Commerce - Other - University of Madras
2012 - FNS50804 Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Education Pty Limited
2013 - FNS60410 Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Education Pty Limited
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2019 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2020 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited
2023 - TASACL Commercial Law - Other - Kaplan Education Pty Limited
🏢 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.