KAMALPREET SINGH SARAI
Financial Adviser · Upper Mount Gravatt, QLD
📚 Qualifications & Training
2004 - 8 Unit Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia Limited
2004 - Double Degree in International Business & Commerce - Bachelor Degree (AQF 7) - Griffith University
2008 - 5 Unit CFP Certification Program - Professional Designations - Financial Planning Association of Australia Limited
2012 - Certificate IV Mortgage Broking - - Kaplan Professional
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Australian Institute of Company Directors (AICD)
Australian Institute of Company Directors (AICD)
Financial Advice Association of Australia (FAAA)
Financial Advice Association of Australia (FAAA)
SMSF Association
SMSF Association
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.