MIRAJ PATEL
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2004 - Bachelor of Commerce - - Guj University of India
2004 - Bachelor of Commerce - - Gujarat University India
2006 - Master of Business Administration - - University of Technology, Sydney
2006 - Master of Business Administration - Masters Degree (AQF 9) - University of Technology Sydney
2008 - Diploma in Financial Planning - - Mentor
2008 - Diploma of Financial Planning - - Mentor
2012 - Adv. Diploma of Financial Planning 1-3 - - Mentor
2012 - Advance diploma in Financial Planning 1-3 - - Mentor
2014 - Certificate IV Finance & Mortgage - - The National Finance Institute
2014 - Certificate IV Finance & Mortgage Broking - - National Finance Institute
2019 - Advance Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
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.