VINAY RAMESH
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2014 - Bachelor of Commerce (Professional Accounting) - Bachelor Degree (AQF 7) - Macquarie University
2016 - Core 1 Securities and Managed Investments Accreditation Program - - Stockbrokers Association of Australia
2018 - Foreign Exchange Accreditation Program - - Western Sydney University
2025 - Chartered Financial Analyst Program - Professional Designations - CFA Institute
2025 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional
2025 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - 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.