RAJESH KHATRI
Financial Adviser · Bella Vista, NSW
📚 Qualifications & Training
1995 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Newcastle
2000 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA)
2007 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Plan Connect
2011 - Margin Lending - Other - Quantum Financial Training
2013 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - AAMC Training Group
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.