Financial Adviser
· ROCKDALE, NSW
Sunil Shrestha
No disciplinary history on record with ASIC
ROCKDALE,
NSW
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001301111
Sunil Shrestha is a financial adviser based in Rockdale, New South Wales, with 3 years of experience in the financial services industry since 2023. Sunil is currently authorised under Springboard Wealth. Sunil holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Sunil's qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Limited. Sunil is a member of SMSF Association.
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
2013
Bachelor of Professional Accounting
Holmes Institute
2018
Diploma of Financial Planning
Kaplan Professional
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2023
SMSF Specialist Adviser (SSA)
SMSF Association
2024
Master of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
This adviser is not authorised to provide advice on SMSF or margin lending.
Source: ASIC Financial Advisers Register