POOJA CHADHA
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2000 - Bachelor of Mathematics - - Delhi University
2007 - Master of Accounting - Masters Degree (AQF 9) - Central Queensland University
2015 - Diploma of Financial planning - - Monarch Institute
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2021 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia Ltd
🏢 Professional Memberships
Australian Institute of Superannuation Trustees (AIST)
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.