PRASHNEEL KARAN
Financial Adviser · Balwyn, VIC
📚 Qualifications & Training
2009 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - Monash University
2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2014 - RG146 Tier 1 Specialist Margin Lending Course - Other - International Institute of Technology
2021 - 5 Unit CFP Certification Program - Professional Designations - Financial Advice Association Australia (FAAA)
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 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.