RAVINDER TANEJA
Financial Adviser · Berwick, VIC
📚 Qualifications & Training
2005 - Postgraduate Diploma in Business Administration (MBA - Finance) - Masters Degree (AQF 9) - Jaipuria Institute of Management
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute
2021 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional
2022 - Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2024 - Superannuation and Retirement Advice - Graduate Diploma (AQF 8) - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Tax Practitioners Board
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.