Financial Adviser · CARLINGFORD, NSW

Tapas Basu

CARLINGFORD, NSW

15 Years experience

Tax advice
authorised

ASIC Registered · ADV 000417557

Currently at

Catalyst Wealth Management

Sydney, NSW (firm address)

View firm profile

Tapas Basu is a financial adviser based in Carlingford, New South Wales, with 15 years of experience in the financial services industry since 2011. Tapas is currently authorised under Masu Financial Management, operating through Catalyst Wealth Management. Tapas holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Tapas's qualifications include a FNS60410 Advanced Diploma of Financial Planning from Kaplan Higher Education Pty Ltd. Tapas is a member of Financial Planner AFP (FPA).

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

1996

Diploma in Law

Legal Profession Admission Board (LPAB)

2011

FNS50804 Diploma of Financial Services (financial Planning)

Kaplan Higher Education Pty Ltd

2014

Certificate IV in Finance and Mortgage Broking

Kaplan Higher Education Pty Ltd

2015

FNS60410 Advanced Diploma of Financial Planning

Kaplan Higher Education Pty Ltd

Registration History

Masu Financial Management Pty Ltd

Dec 2022 - Present Current

A.C.N. 603 037 510 PTY LTD

Jul 2020 - Dec 2022 Ceased

Akumin Financial Planning Pty Limited

Feb 2012 - Jul 2020 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Akumin Financial Planning Pty Limited

Feb 2011 - Feb 2012 Ceased

Source: ASIC Financial Advisers Register