PALLAVI MAHAJAN
Financial Adviser · Edithvale, VIC
📚 Qualifications & Training
2002 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Delhi
2009 - Diploma of Finacial Services (Financial Planning) - Diploma (AQF 5) - Kaplan
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan
2014 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
2015 - Certification Program (CFP) - Certificate (AQF 1-4) - Financial Planning Association of Australia
2025 - SMSF Specialist Course Assessment - Certificate (AQF 1-4) - Super Concepts
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.