ROMESH SOHAN P PERERA
Financial Adviser · Hawthorn, VIC
📚 Qualifications & Training
2013 - Master of Business (Banking and Finance) - Masters Degree (AQF 9) - Monash University
2014 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology Pty Ltd (IIT)
2018 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia (FPA)
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2019 - Self Managed Superannuation Funds - Other - International Institute of Technology Pty Ltd (IIT)
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.