Financial Adviser
· SOUTH MELBOURNE, VIC
Sunny Amatya
No disciplinary history on record with ASIC
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001313725
Sunny Amatya is a financial adviser based in South Melbourne, Victoria, with 1 year of experience in the financial services industry. Sunny is currently authorised under Lifespan Financial Planning Pty Ltd. Sunny 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 Business (Accountancy) from Royal Melbourne Institute of Technology.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2018
Bachelor of Business (Accountancy)
Royal Melbourne Institute of Technology
2019
Bachelor of Business (Financial Planning)
Royal Melbourne Institute of Technology
2025
SMSF Regulations and Taxation
Kaplan High Education Pty Ltd