KARUNESH ARORA

Financial Adviser ยท Brisbane City, QLD

Registered

Registration Number

001271928

Registration Status

Registered

Location

Brisbane City, QLD 4000

Providing Advice Since

2018

Registration Date

25/01/2023

Financial Services Licensee

AAN WEALTH MANAGEMENT PTY LTD

Licence #000517548

๐Ÿ“š Qualifications & Training

2013 - Master of Professional Accounting - Masters Degree (AQF 9) - Kaplan
2015 - Diploma of Financial Planning FNS50615 - Diploma (AQF 5) - Monarch Institute
2016 - Advance Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan

โ„น๏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.