SAKSHI BAGARIA
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2012 - Bachelor of Science (Class Honours in Economics and Finance) - Bachelor Degree (AQF 7) - University of London
2017 - Diploma of Financial Planning (FNS50615) - Diploma (AQF 5) - Monarch Institute
2022 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2025 - FPC001B - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education
2025 - FPC003 Superannuation and Retirement Advice - Other - Kaplan Higher education
2025 - FPC007B - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education
2025 - Tax for Financial Advising - Other - Kaplan Higher Education
🏢 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.