RUCHIR GULATI
Financial Adviser · Geelong, VIC
📚 Qualifications & Training
2004 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Kurukshetra University
2007 - Master of Business - Masters Degree (AQF 9) - Victoria University
2016 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Skill Solutions
2017 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education
2020 - Ethics and Professionalism in Financial Advice - Graduate Diploma (AQF 8) - Kaplan
2024 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan
2026 - SuperConcepts Specialist SMSF Online Course - Certificate (AQF 1-4) - The University of Adelaide
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.