Financial Adviser · MURRUMBEENA, VIC

Sumeet Wadhwa

18 Years experience
ASIC Registered · ADV 000323167

Sumeet Wadhwa is a financial adviser based in Murrumbeena, Victoria, with 18 years of experience in the financial services industry. Sumeet is currently authorised under Sustainable Life Solutions Pty Ltd. Sumeet holds authorisations to advise on superannuation and life insurance. Their qualifications include a Master of Practising Accounting from Monash University.

Authorised to Advise On

Superannuation Life Insurance

Restrictions: Authorised to give General Advice only

Qualifications and Training

2007
Master of Practising Accounting
Monash University
2012
Diploma of Financial Services (Financial Planning)
International Institute of Technology

Registration History

May 2025 - Present Current
Authorised to give General Advice only
Feb 2022 - May 2025 Ceased
The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)
AON HEWITT FINANCIAL ADVICE LIMITED
Feb 2015 - Aug 2019 Ceased
SPECTRUM WEALTH ADVISERS PTY LTD
Jul 2011 - Feb 2015 Ceased
Sep 2010 - Jul 2011 Ceased
COMBINED INSURANCE COMPANY OF AMERICA
Mar 2008 - Sep 2010 Ceased

Source: ASIC Financial Advisers Register