Financial Adviser
· SYDNEY, NSW
Melissa Estela Balacharige
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003102
Melissa Estela Balacharige is a financial adviser based in Sydney, New South Wales, with 16 years of experience in the financial services industry. Melissa is currently authorised under Shadforth Financial Group Limited. Melissa 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 5 unit CFP Certification Program from Financial Planning Association of Australia Limited. Melissa 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Bachelor of Commerce
2011
Margin Lending & Geared Investments
Kaplan Education Pty Ltd
2016
5 unit CFP Certification Program
Financial Planning Association of Australia Limited
2018
Self Managed Superannuation Funds
Kaplan Education Pty Ltd
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education