Financial Adviser · BATHURST, NSW

Thamlini Sathasevam

BATHURST, NSW
11 Years experience
Tax advice
authorised
ASIC Registered · ADV 001003674
Currently at
Bathurst, NSW (firm address)

About Thamlini Sathasevam

Thamlini Sathasevam is a financial adviser based in Bathurst, New South Wales, with 11 years of experience in the financial services industry since 2015. Thamlini is currently authorised under Mba Wealth Solutions. Thamlini holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Thamlini's qualifications include a Bachelor of Business (Accounting) from University of Technology Sydney.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2007
Bachelor of Business (Accounting)
University of Technology Sydney
2017
RG146 Tier 1 Margin Lending
Kaplan Australia
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2021
Client Engagement Skills
Behavioural Finance - Kaplan Professional
2022
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Jul 2026 - Present Current
Jan 2024 - Jan 2024 Ceased
Derivatives - advise only
Jun 2021 - May 2022 Ceased
GWM ADVISER SERVICES PTY LTD
Sep 2020 - May 2021 Ceased
Dec 2014 - Aug 2020 Ceased

Source: ASIC Financial Advisers Register