NIKITIN LAL
Financial Adviser Ā· Bentleigh, VIC
š Qualifications & Training
1998 - Bachelor of Business Administration - Bachelor Degree (AQF 7) - Annamalai University
2004 - Certificate IV in Business (Frontline Management) - Certificate (AQF 1-4) - TAFE - Box Hill
2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional (formerly FINSIA)
2008 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
2019 - Ethics and Professionalism in Finance Advice - Bridging Course - Ethics - Kaplan Professional
š¢ Professional Memberships
Financial Advice Association of Australia (FAAA)
ā¹ļø 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.