VVIRAL PAREKH

Financial Adviser · Croydon, VIC

Registered

Registration Number

001000072

Registration Status

Registered

Location

Croydon, VIC 3136

Providing Advice Since

2010

Registration Date

12/03/2015

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

📚 Qualifications & Training

1995 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Calcutta
2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy
2018 - Margin Lending - Certificate (AQF 1-4) - Mentor Education

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)
Financial Planner AFP (FPA)

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.