KALAPI TRIVEDI
Financial Adviser Ā· Bentleigh East, VIC
š Qualifications & Training
2015 - RG146 Tier 1 Specialist Risk Management - - IIT
2016 - Diploma of Financial Planning - - ITT
2016 - Specialist Self-managed Superannuation Fund - - ITT
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.