NATARAJAN BALAKRISHNAN
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1975 - MASTER OF MANAGEMENT SCIENCES - - PSG COLLEGE OF TECHNOLOGY
2010 - Diploma of Financial Services (Financial Planning) - - Mentor Education Pty Ltd
2014 - Advanced Diploma of Financial Services (Financial Planning) - - Mentor Education Pty Ltd
2014 - Specialist SMSF Course - - Cavendish
2017 - Diploma of Finance & Mortgage Broking Management - - AAMC Training Group
🏢 Professional Memberships
AUSTRALIAN FINANCIAL COMPLAINTS AUTHORITY(AFCA) 64688
Financial Advice Association of Australia (FAAA)
TAX PRACTITIONERS BOARD (TPB) 25685708
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.