Financial Adviser · BAYSWATER, VIC

Sonali Rodrigo

16 Years experience

Tax advice
authorised

Currently at

South Yarra, VIC

View firm profile

ASIC Registered · ADV 000343477

Sonali Rodrigo is a financial adviser based in Bayswater, Victoria, with 16 years of experience in the financial services industry. Sonali is currently authorised under The Advice Exchange Pty Ltd. Sonali 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 Advanced Diploma in Management Accounting from CIMA. Sonali is a member of Institute of Managed Account Professionals (IMAP).

Authorised to Advise On

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

Restrictions: Excludes Margin Lending and advice on credit as it relates to financial planning

Authorised to provide tax financial advice services

Qualifications and Training

2004

Certificate in Business Accounting

CIMA

2005

Advanced Diploma in Management Accounting

CIMA

2009

Diploma of Financial Services (Financial Planning)

Pinnacle

2010

CPA

CPA Australia

2012

Specialist Self Managed Superannuation Fund

University of Adelaide

Registration History

The Advice Exchange Pty Ltd

May 2015 - Present Current

Excludes Margin Lending and advice on credit as it relates to financial planning

THE SALISBURY GROUP PTY LTD

Apr 2007 - Sep 2011 Ceased

Source: ASIC Financial Advisers Register