Financial Adviser
· MELBOURNE, VIC
Thaveesh Ranjeeva Palapathwala
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001260572
Thaveesh Ranjeeva Palapathwala is a financial adviser based in Melbourne, Victoria, with 9 years of experience in the financial services industry. Thaveesh is currently authorised under Lifespan Financial Planning Pty Ltd. Thaveesh 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 Commerce (Financial Planning and Commercial Law) from Deakin University.
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
2018
Bachelor of Commerce (Financial Planning and Commercial Law)
Deakin University
2018
Certificate IV in Finance and Mortgage Broking
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2022
Graduate Certificate of Business Administration
Deakin University
2025
Margin Lending Specialist
Kaplan
2025
SMSF Regulations and Taxation
Kaplan
Registration History
The adviser is not authorised to provide advice relating to self-managed superannuation funds.
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
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