JUDE RAMANATHAN
Financial Adviser · Camberwell, VIC
📚 Qualifications & Training
2003 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Victoria University
2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional Education
2015 - Self Managed Superannuation Funds - - Mentor Education
2016 - Derivatives Advice (Personal Advice) - - Mentor Education
2016 - Margin Lending Adviser (Personal Advice) - - Mentor Education
2024 - Ethics and Profesionalism in Financial Advice - Bridging Course - Regulation & Legal Obligations - Kaplan Professional Education
🏢 Professional Memberships
CPA Australia (CPA)
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.