PARTHA SAHA
Financial Adviser · Bella Vista, NSW
📚 Qualifications & Training
2010 - Diploma of Financial Services (Financial Planning) - - TAFE NSW
2011 - Advice in Derivatives and Securities Skill Set - Certificate (AQF 1-4) - AAMC Training Group
2014 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy
2018 - Super Concepts & ICFS Specialist SMSF Course - - The University of Adelaide
2019 - Bachelor of Applied Finance - Bachelor Degree (AQF 7) - Macquarie University
2022 - Ethics and Professional Standards for Financial Advisers - Bridging Course - Ethics - TAFE
🏢 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.