NEKET SHAH
Financial Adviser · South Perth, WA
📚 Qualifications & Training
2013 - Bachelor of Commerce (Banking and Finance) - Bachelor Degree (AQF 7) - Curtin University of Technology
2014 - Diploma of Financial Planning - - Monarch Institute
2019 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute
2024 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2025 - Commercial Law - Other - Kaplan Professional
2025 - Tax for Financial Advising - Other - Kaplan Professional
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.