Financial Adviser
· CARLINGFORD, NSW
Tapas Basu
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000417557
Tapas Basu is a financial adviser based in Carlingford, New South Wales, with 15 years of experience in the financial services industry. Tapas is currently authorised under Masu Financial Management Pty Ltd. Tapas 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 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
A.C.N. 603 037 510 PTY LTD
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register