SOHEIL SAM GHOREYSHI
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Securities Institute of Australia
2010 - Graduate Diploma of Applied Finance - Graduate Diploma (AQF 8) - KAPLAN
2012 - Diploma in Financial Services (Finance/Mortgage Broking) - Diploma (AQF 5) - IntelliTrain
2016 - Fellow, Chartered Financial Practitioner (FChFP) - Professional Designations - AFA
2018 - Masters Applied Finance - Masters Degree (AQF 9) - KAPLAN
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Mortgage and 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.