Financial Adviser · NOTTING HILL, VIC

Dasith Monnekulame

17 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001001983

Dasith Monnekulame is a financial adviser based in Notting Hill, Victoria, with 17 years of experience in the financial services industry. Dasith is currently authorised under Akumin Financial Planning Pty Limited. Dasith 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 from University of Melbourne.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2008

Bachelor of Commerce

University of Melbourne

2009

Diploma of Financial Services (Financial Planning)

Mentor Education Pty Ltd

2011

Margin Lending and Geared Investments

Kaplan Higher Education Pty Limited

2012

Advanced Diploma of Financial Services (Financial Planning)

International Institute of Technology Pty Ltd (IIT)

2013

SMSF Course

Mentor Education Pty Ltd

2018

Accredited Listed Product Adviser (ASX ALPA) Program

Kaplan Higher Education Pty Limited

2023

Accredited Aged Care Professional

Aged Care Steps

Registration History

Akumin Financial Planning Pty Limited

Sep 2023 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Personal Financial Services Ltd

Feb 2018 - Aug 2023 Ceased

Advocate Advisory Pty. Ltd.

Dec 2017 - Feb 2018 Ceased

H.e.s.t. Australia Ltd.

Nov 2014 - Dec 2017 Ceased

Authorised to provide personal financial product advice to retail clients on: a) HESTA b) HESTA Personal Super c) HESTA Income Stream

Westpac Banking Corporation

Aug 2013 - Sep 2014 Ceased

QUADRANT SECURITIES PTY LTD

Dec 2009 - Aug 2013 Ceased

Source: ASIC Financial Advisers Register