JYOTI PRASAI
Financial Adviser · Bella Vista, NSW
📚 Qualifications & Training
2005 - Master in Business Studies - Masters Degree (AQF 9) - Tribhuven University
2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2020 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
2021 - Bachelor in Business Studies - Bachelor Degree (AQF 7) - Tribhuven University
2021 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2024 - Tax for Financial Advising - Other - Kaplan Higher Education Pty Limited
2025 - Accredited Listed Product Adviser (ASX ALPA) Program - Other - Kaplan Higher Education Pty Limited
2025 - Commercial Law - Other - Kaplan Higher Education Pty Limited
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.