MOHAMAD DILATI
Financial Adviser ยท Penrith, NSW
๐ Qualifications & Training
2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Education Pty Limited
2011 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Limited
2015 - Bachelor of Economics (Banking and Finance) - Bachelor Degree (AQF 7) - University of Western Sydney
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy
2020 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited
2025 - Commercial Law - Other - Kaplan Education Pty Ltd
2025 - Tax for Financial Advising - Other - Kaplan Education Pty Ltd
โน๏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.