YANKAT NAIDU
Financial Adviser · Brisbane City, QLD
📚 Qualifications & Training
1997 - Bachelor Degree - Commerce - - Waikato Polytechnic
2005 - Diploma of Financial Planning(RG-146) - Diploma (AQF 5) - Kaplan
2006 - Advanced Diploma - Financial Planning - - Kaplan
2023 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - AAMC
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.