Financial Adviser · MELBOURNE, VIC

Jayalatha Chidambara Bharathi

11 Years experience
Tax advice
authorised
ASIC Registered · ADV 001237252

Jayalatha Chidambara Bharathi is a financial adviser based in Melbourne, Victoria, with 11 years of experience in the financial services industry. Jayalatha is currently authorised under Guideway Financial Services Pty Ltd. Jayalatha 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. Jayalatha 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 Deposit Products Government Bonds

Restrictions: Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised products and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised

Authorised to provide tax financial advice services

Qualifications and Training

2002
Degree of Bachelor of Commerce
University of Madras
2012
FNS50804 Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Limited
2013
FNS60410 Advanced Diploma of Financial Planning
Kaplan Education Pty Limited
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2019
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2020
Master of Financial Planning
Kaplan Higher Education Pty Limited
2023
TASACL Commercial Law
Kaplan Education Pty Limited

Registration History

Jul 2025 - Present Current
Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised products and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised
Sep 2022 - Jun 2025 Ceased
Oct 2015 - Aug 2022 Ceased

Source: ASIC Financial Advisers Register