KASRA KHALILI
Financial Adviser · Parramatta, NSW
📚 Qualifications & Training
2006 - FNS50804 Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education
2007 - Bachelor of Business (Economics and Finance) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2024 - Tax for Financial Advising - Other - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (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.