YVONNE PARASURAMAN

Financial Adviser ยท Burwood, VIC

Registered

Registration Number

001236233

Registration Status

Registered

Location

Burwood, VIC 3125

Providing Advice Since

2015

Registration Date

14/07/2017

Financial Services Licensee

GWM ADVISER SERVICES PTY LTD

Licence #000230692

๐Ÿ“š Qualifications & Training

1990 - Bachelor Arts (Economics) - Bachelor Degree (AQF 7) - University of Madras
1997 - Bachelor of Education - Bachelor Degree (AQF 7) - Annamalai University
2012 - Diploma Financial Service (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2016 - Advanced Diploma Financial Planning - Advanced Diploma (AQF 6) - Integrity Education Group
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2021 - 5 unit CFP Certification Program - Other - Financial Planning Association of Australia Limited
2021 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia Limited

๐Ÿข Professional Memberships

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

โ„น๏ธ 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.