YANISH GEERDHARRY
Financial Adviser · Milton, QLD
📚 Qualifications & Training
2008 - Bachelor of Commerce (Accounting and Finance) - Bachelor Degree (AQF 7) - Curtin University of Technology
2009 - Postgraduate Diploma in Commerce (Taxation) - Graduate Diploma (AQF 8) - Curtin University of Technology
2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional Education
2016 - CFP Certification Program - Professional Designations - Financial Advice Association of Australia Limited
2016 - Master of Business Administration - Masters Degree (AQF 9) - Deakin University
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
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.