MITESH RAVINDRA MODI
Financial Adviser · North Sydney, NSW
📚 Qualifications & Training
2008 - BLW21 Company Law - Other - Curtin University
2008 - BLW22 Taxation - Other - Curtin University
2009 - Chartered Accountant (CA) - Professional Designations - Chartered Accountants Australia & New Zealand (CA ANZ)
2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Pinnacle Financial Services Academy
2013 - SMSF Specialisation Course - Other - University of New South Wales
2014 - CA SMSF Specialist - Other - Chartered Accountants Australia & New Zealand (CA ANZ)
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.