Data sourced from ASIC Financial Advisers Register
Financial Adviser · FRANKSTON, VIC

Rushan Manoj Attygalla

9 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001258586

Rushan Manoj Attygalla is a financial adviser based in Frankston, Victoria, with 9 years of experience in the financial services industry. Rushan is currently authorised under Akumin Financial Planning Pty Limited. Rushan 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 Master of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2014
Certificate IV in Finance and Mortgage Broking
Kaplan Higher Education Pty Limited
2016
Diploma of Financial Planning
Pinnacle Financial Services Academy Pty Ltd
2017
Advanced Diploma of Financial Planning
Pinnacle Financial Services Academy Pty Ltd
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2023
Master of Financial Planning
Kaplan Higher Education Pty Limited
2023
SMSF Specialist Advisor Program
SMSF Association

Registration History

Akumin Financial Planning Pty Limited
Oct 2023 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Count Financial Limited
Apr 2022 - Oct 2023 Ceased
Charter Financial Planning Limited
Aug 2018 - Apr 2022 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Akumin Financial Planning Pty Limited
Sep 2017 - Aug 2018 Ceased
Authorised in MDA services, which is restricted to Limited Authority to Operate services.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