VANDANA JOGIA

Financial Adviser · Hurstville, NSW

Registered

Registration Number

001271967

Registration Status

Registered

Location

Hurstville, NSW 2220

Providing Advice Since

2018

Registration Date

18/12/2018

Financial Services Licensee

MUNRO SPAUL FINANCIAL SERVICES PTY LTD

Licence #000488236

📚 Qualifications & Training

1989 - Bachelor of Accounting - Bachelor Degree (AQF 7) - University of Adelaide
2009 - Tax agent - Professional Designations - Tax Practitioners Board
2018 - Diploma of Financial Planning - - Kaplan
2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan
2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan

🏢 Professional Memberships

CPA Australia (CPA)

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.