SANJAY SILVESTER D'SOUZA
Financial Adviser · Camberwell, VIC
📚 Qualifications & Training
2012 - Diploma of Financial Planning - Diploma (AQF 5) - Holmesglen Institute
2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2015 - Diploma of Finance & Mortgage Broking Management - Diploma (AQF 5) - Holmesglen Institute
2019 - Margin Lending - Other - Kaplan Professional
2021 - Master of Financial Planning - Masters Degree (AQF 9) - Deakin University
🏢 Professional Memberships
MFAA - Mortgage & Finance Association of Australia
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.