VANDANA TATER
Financial Adviser · Crows Nest, NSW
📚 Qualifications & Training
1998 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Mumbai
2001 - Diploma of Financial Services & Investment Management - Diploma (AQF 5) - NMIMS Mumbai
2008 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2019 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2020 - MAA769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University
2024 - SuperConcepts Specialist SMSF Course - Other - The University of Adelaide
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.