RASHMI SHANKAR
Financial Adviser ยท Wayville, SA
๐ Qualifications & Training
1989 - Bachelor of Commerce - - Bangalore University
2003 - Diploma of Financial Services - - Kaplan Professional
๐ข Professional Memberships
Financial Advice Association of Australia (FAAA)
Tax Practitioner Board
โน๏ธ 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.