Financial Adviser
· MELBOURNE, VIC
Sosha Mullasseril Jay
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001306507
Sosha Mullasseril Jay is a financial adviser based in Melbourne, Victoria, with 2 years of experience in the financial services industry. Sosha is currently authorised under Financial Index Australia Pty Ltd. Sosha 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. Sosha 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
Restrictions: Excluding LRBAs.
Authorised to provide tax financial advice services
Qualifications and Training
2020
Bachelor of Commerce (Finance & Marketing)
Monash University
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2024
Master of Financial Planning
Kaplan Higher Education Pty Limited