SHEENA KALRA VOHRA
Financial Adviser · Docklands, VIC
📚 Qualifications & Training
2004 - Bachelor of Commerce - - University of Delhi
2009 - Diploma in Financial Services (Financial Planning) - - Investment Banking Institute
2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
2021 - Aged Care - Other - Kaplan Professional
2021 - Master of Financial Planning - Masters Degree (AQF 9) - Deakin University
2022 - SMSF Regulations and Taxation - Other - Kaplan Professional
🏢 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.