SAPAN VERMA
Financial Adviser Ā· Bentleigh, VIC
š Qualifications & Training
2003 - Post Graduate Diploma in Accounting - Graduate Diploma (AQF 8) - Macquarie University
2005 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Finsia
2017 - Tier 1 Margin Lending - Personal Advice - Other - Kaplan Professional
2018 - Self Managed Superannuation Funds - Other - Kaplan Professional
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.