RAJESH MALIK
Financial Adviser · Bella Vista, NSW
📚 Qualifications & Training
2001 - Graduate Diploma (unrelated) - Graduate Diploma (AQF 8) - Central Queensland University
2007 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2010 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Limited
2011 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
2012 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia (FPA)
2019 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education Pty Limited
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - 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.