RITESH SHANKAR
Financial Adviser Ā· Fairy Meadow, NSW
š Qualifications & Training
1999 - Bachelor of Commerce - - University Of Wollongong
2010 - Margin Lending - - Pinnacle
2011 - Diploma of Financial Services (Finance/Mortgage Broking Management) - - AAMC
2013 - Self Managed Super Fund Course - - Kaplan
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.