VISHAL GUPTA
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2000 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Allahabad University
2010 - FNS50804 Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - International Institute of Technology
2012 - FNS60404 Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - International Institute of Technology
2019 - CFP Certification Program - Professional Designations - Financial Advice Association of Australia Limited
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
🏢 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.