Financial Adviser · WANTIRNA SOUTH, VIC

Synthia Sekar

10 Years experience
Tax advice
authorised
ASIC Registered · ADV 001274756

Synthia Sekar is a financial adviser based in Wantirna South, Victoria, with 10 years of experience in the financial services industry. Synthia is currently authorised under Integritas Fiduciary Pty Ltd. Synthia 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 Graduate Diploma of Financial Planning from Kaplan Professional. Synthia is a member of Financial Advice Association of Australia (FAAA).

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

2016
DFP5v1 Tax for Financial Advising
Kaplan Professional
2016
Self Managed Super Funds
Kaplan Professional
2019
Advanced Diploma of Financial Planning
Kaplan Professional
2021
Graduate Diploma of Financial Planning
Kaplan Professional
2023
Accredited Aged Care Professional
Aged Care Steps (ACS) Pty Ltd

Registration History

Aug 2024 - Present Current
Aug 2024 - Present Current
UNITED GLOBAL CAPITAL PTY LTD
Jul 2020 - Jul 2024 Ceased
Mar 2019 - Jul 2020 Ceased
EVERMORE MONEY MANAGEMENT PTY LTD
Nov 2017 - Oct 2018 Ceased
EVERMORE MONEY MANAGEMENT PTY LTD
Nov 2016 - Aug 2017 Ceased
May 2016 - Nov 2016 Ceased

Source: ASIC Financial Advisers Register