Financial Adviser · EPPING, VIC

Purnaka Pushpalal Kumarasena

16 Years experience
Tax advice
authorised
ASIC Registered · ADV 000383761

Purnaka Pushpalal Kumarasena is a financial adviser based in Epping, Victoria, with 16 years of experience in the financial services industry since 2010. Purnaka is currently authorised under Ella Asset Management, operating through Trendium Wealth Management. Purnaka holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Purnaka's qualifications include a Advanced Diploma Financial Planning FNS60415 from Monarch Institute. Purnaka is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2003
RG146 Superannuation
Kaplan Australia
2010
RG146 Risk Management
Pinnacle Financial Services Academy
2011
RG146 Managed Investment & Securities
Investment Banking Institute
2016
Advanced Diploma Financial Planning FNS60415
Monarch Institute
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Aug 2023 - Present Current
AFFINIA FINANCIAL ADVISERS PTY LTD
Sep 2022 - Aug 2023 Ceased
Not authorised for SMSF
Jun 2021 - Sep 2022 Ceased
GWM ADVISER SERVICES PTY LTD
Sep 2010 - May 2021 Ceased

Source: ASIC Financial Advisers Register