SONAL BRAR
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1999 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Osmania University
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
2021 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional
2022 - Ethics & Professionalism in Finance - Bridging Course - Ethics - Kaplan Professional
2024 - Economic & Legal Context in Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
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.