Financial Adviser
· DONCASTER, VIC
Sasha May-ling Topolcsanyi
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000300446
Sasha May-ling Topolcsanyi is a financial adviser based in Doncaster, Victoria, with 20 years of experience in the financial services industry. Sasha is currently authorised under Capstone Financial Planning Pty Ltd. Sasha 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 Business (Economics and Finance) from RMIT University. Sasha 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
2005
Bachelor of Business (Economics and Finance)
RMIT University
2006
Diploma of Financial Planning
Tribeca
2010
Margin Lending and Geared Investments
Kaplan Professional
2010
Self Managed Superannuation Funds
Kaplan Professional
2016
Accredited Listed Product Adviser Program (ALPA)
Kaplan Professional
Registration History
SECURITOR FINANCIAL GROUP PTY LIMITED
SECURITOR FINANCIAL GROUP PTY LIMITED
Source: ASIC Financial Advisers Register