YOGITA PATEL
Financial Adviser · Osborne Park, WA
📚 Qualifications & Training
1995 - Bachelor of Arts (Financial Services) - Bachelor Degree (AQF 7) - London Guildhall University
2014 - Diploma of Financial Planning (FNS50611) - Diploma (AQF 5) - Kaplan
2015 - Advanced Diploma of Financial Planning (FNS60410) - Advanced Diploma (AQF 6) - Mentor Education
2020 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2020 - Margin Lending - Other - Kaplan
2025 - Accredited Listed Product Adviser - Other - Kaplan Professional
🏢 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.