SUNIL SHRESTHA
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2013 - Bachelor of Professional Accounting - Bachelor Degree (AQF 7) - Holmes Institute
2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2023 - SMSF Specialist Adviser (SSA) - Professional Designations - SMSF Association
2024 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
SMSF Association
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.