SUNNY AMATYA

Financial Adviser ยท South Melbourne, VIC

Registered

Registration Number

001313725

Registration Status

Registered

Location

South Melbourne, VIC 3205

Providing Advice Since

2025

Registration Date

17/02/2025

Financial Services Licensee

LIFESPAN FINANCIAL PLANNING PTY LTD

Licence #000229892

๐Ÿ“š Qualifications & Training

2018 - Bachelor of Business (Accountancy) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology
2019 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology
2025 - SMSF Regulations and Taxation - Other - Kaplan High Education Pty Ltd

โ„น๏ธ 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.