SNIGDHADEB BASAK
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2003 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Calcutta
2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional Education
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Ltd
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.