MILI AGGARWAL

Financial Adviser · Balcatta, WA

Registered

Registration Number

000440608

Registration Status

Registered

Location

Balcatta, WA 6021

Providing Advice Since

2015

Registration Date

14/06/2013

Financial Services Licensee

AKUMIN FINANCIAL PLANNING PTY LIMITED

Licence #000232706

📚 Qualifications & Training

1997 - Bachelor of Commerce (Honours Course) - Bachelor Honours Degree (AQF 8) - University of Delhi
2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2016 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional
2017 - SuperConcepts & ICFS Specialist SMSF course - Other - The University of Adelaide
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited

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.