Financial Adviser
· SYDNEY, NSW
Wasala Mudiyanselage Charitha Prasann Wasala
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001266708
Wasala Mudiyanselage Charitha Prasann Wasala is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry. Wasala is currently authorised under Gps Wealth Ltd. Wasala 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 Bachelor of Science from University of Colombo. Wasala is a member of CPA Australia (CPA), Chartered Institute of Management Accountants (UK) and The Tax Institute.
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
2008
Bachelor of Science
University of Colombo
2011
Chartered Management Accountant
Chartered Institute of Management Accountants (CIMA)
2011
Chartered Practising Accountant (CPA)
CPA Australia
2012
Advanced Diploma of Accounting
TAFE NSW
2015
Australian Commercial I to III
TAFE SA
2018
RG146 Superannuation & SMSF
Financial Education Professionals
2018
Regulatory Guide 146 (Superannuation and SMSF)
Financial Education Professionals
2022
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education
2022
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2023
FPC008 Investment Advice
Kaplan Higher Education
Registration History
Financial product advice is limited to SMSF - Product class advice on superannuation
Source: ASIC Financial Advisers Register