DASITH MONNEKULAME
Financial Adviser · Wheelers Hill, VIC
📚 Qualifications & Training
2008 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Melbourne
2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education Pty Ltd
2011 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Limited
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - International Institute of Technology Pty Ltd (IIT)
2013 - SMSF Course - Other - Mentor Education Pty Ltd
2018 - Accredited Listed Product Adviser (ASX ALPA) Program - Other - Kaplan Higher Education Pty Limited
2023 - Accredited Aged Care Professional - Other - Aged Care Steps
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.