Financial Adviser · HEIDELBERG, VIC

Nimali Hiranthi Barfoot

22 Years experience
Tax advice
authorised
ASIC Registered · ADV 001002766

Nimali Hiranthi Barfoot is a financial adviser based in Heidelberg, Victoria, with 22 years of experience in the financial services industry. Nimali is currently authorised under Paul Melling & Associates Pty. Limited. Nimali 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 Graduate Diploma of Financial Planning from Kaplan.

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

2007
Advanced Diploma of Financial Services (Financial Planning)
Finsia
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2022
Client Engagement Skills
Kaplan
2024
Graduate Diploma of Financial Planning
Kaplan
2025
Accredited Behavioural Finance Professional ABFP
Kaplan
2025
Chartered Retirement Planning Counselor CRPC
Kaplan

Registration History

Aug 2022 - Present Current
Jan 2022 - Jul 2022 Ceased
The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)
May 2004 - Dec 2021 Ceased
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.

Source: ASIC Financial Advisers Register