Financial Adviser
· MELBOURNE, VIC
Ria Rachel Trivedi
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001263036
Ria Rachel Trivedi is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry. Ria is currently authorised under Verse Wealth Licensee Services Pty Ltd. Ria holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce (Financial Planning) from Griffith University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2018
Diploma of Financial Planning
Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2021
Bachelor of Commerce (Financial Planning)
Griffith University
2026
FPC005 Estate and Succession Planning
Kaplan Professional
Registration History
The Authorised Representative is restricted in giving advice in Self Managed Super Funds.
Superannuation - All excludes Self Managed Superannuation Funds (SMSF)
QINVEST LIMITED
Source: ASIC Financial Advisers Register