Financial Adviser
· POINT COOK, VIC
Sanjay Silvester D'souza
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000454756
Sanjay Silvester D'souza is a financial adviser based in Point Cook, Victoria, with 14 years of experience in the financial services industry. Sanjay is currently authorised under Lifespan Financial Planning Pty Ltd. Sanjay 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 Deakin University. Sanjay is a member of MFAA - Mortgage & Finance Association of Australia.
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
2012
Diploma of Financial Planning
Holmesglen Institute
2015
Advanced Diploma of Financial Planning
Kaplan Professional
2015
Diploma of Finance & Mortgage Broking Management
Holmesglen Institute
2019
Margin Lending
Kaplan Professional
2021
Master of Financial Planning
Deakin University
Registration History
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