KARTHIK GANAPATHY SIVASHANMUGHAM
Financial Adviser ยท Narre Warren, VIC
๐ Qualifications & Training
2007 - Master of Business - Masters Degree (AQF 9) - Victoria Univesity
2009 - Diploma of Financial Services - Diploma (AQF 5) - ThreeSixty
2015 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2016 - RG146 Tier 1 Specialist Margin Lending Course - Other - International Institute Technology
2021 - SMSF Specialist Advisor - Professional Designations - SMSF Association
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
๐ข Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
โน๏ธ 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.