PREETHI JAGADISH MITTUR
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2014 - BACHELOR OF COMMERCE - Bachelor Degree (AQF 7) - MONASH UNIVERSITY
2014 - BACHELOR OF ECONOMICS - Bachelor Degree (AQF 7) - MONASH UNIVERSITY
2018 - GRADUATE DIPLOMA FINANCIAL PLANNING - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2023 - SuperConcepts Specialist SMSF Online Learning Modules - Other - SUPERCONCEPTS
2023 - TAX FOR FINANCIAL ADVISING - Other - KAPLAN HIGHER EDUCATION PTY LIMITED
2024 - ETHICS AND PROFESSIONALISM IN FINANCIAL ADVICE - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
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.