NIYATI KHANNA
Financial Adviser Ā· Mackay, QLD
š Qualifications & Training
2003 - Chartered Accountancy - Professional Designations - Institute of Chartered Accountants India
2008 - Post Graduate Diploma in Business Management - Graduate Diploma (AQF 8) - Indian School of Business
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan
2018 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2022 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2025 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - 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.