VIKAS PATHANIA
Financial Adviser · Penshurst, NSW
📚 Qualifications & Training
2001 - Bachelor of Business Administration - Bachelor Degree (AQF 7) - Himachal Pradesh University
2003 - Post Graduate Diploma in Business Administration - Masters Degree (AQF 9) - Institute for Technology and Management
2018 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute, Melbourne
2022 - FPC006, Tax and Commercial Law for Financial Planning - Other - Kaplan
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
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.