KANHAI DESAI
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca Learning
2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - RG146 Training Australia (Mentor Education)
2011 - Bachelor of Business (Management) - Bachelor Degree (AQF 7) - RMIT University
2013 - Self Managed Superannuation Funds Program - Other - Kaplan Professional
2014 - Advanced Self Managed Super Funds Program - Other - Kaplan Professional
2016 - Certified Financial Planner (CFP) Education Program - Professional Designations - Financial Planning Association of Australia (FPA)
2020 - Ethics and Professionalism in Financial Advice Course (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Certified Financial Planning (CFP) of 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.