RAJESWARI BALAJI
Financial Adviser Ā· Parramatta, NSW
š Qualifications & Training
2012 - (FNS50804) Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Pinnacle Financial Services Academy
2021 - FNS60415 Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
2024 - Tax for Financial Advising - Other - KAPLAN PROFESSIONAL
2025 - Commercial Law - Other - KAPLAN PROFESSIONAL
ā¹ļø 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.