YOGESH AMRITAL RUPSHI SHAH
Financial Adviser · Osborne Park, WA
📚 Qualifications & Training
1994 - Bachelor of Science in International Business Administration - Bachelor Degree (AQF 7) - United States International University
2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Financial Planning Association of Australia (FPA)
2018 - Fellow Chartered Financial Practitioner (FChFP) - Professional Designations - Association of Financial Advisers (AFA)
2020 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University
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.