PANKAJ KUMAR
Financial Adviser · Parramatta, NSW
📚 Qualifications & Training
1995 - Bachelor of Commerce (Honours) - - University of Delhi, India
2000 - Master of Business Admininstration - Masters Degree (AQF 9) - University of Technology Sydney
2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca
2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2025 - TASACL Commercial Law - Other - Kaplan Professional
2025 - TFA Tax for Financial Advising - Other - Kaplan Professional
🏢 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.