RIA RACHEL TRIVEDI
Financial Adviser · Brisbane City, QLD
📚 Qualifications & Training
2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2021 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Griffith University
2026 - FPC005 Estate and Succession Planning - Other - Kaplan Professional
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.