SONALI RODRIGO
Financial Adviser · Bayswater, VIC
📚 Qualifications & Training
2004 - Certificate in Business Accounting - - CIMA
2005 - Advanced Diploma in Management Accounting - - CIMA
2009 - Diploma of Financial Services (Financial Planning) - - Pinnacle
2010 - CPA - Other - CPA Australia
2012 - Specialist Self Managed Superannuation Fund - - University of Adelaide
🏢 Professional Memberships
Institute of Managed Account Professionals (IMAP)
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.