Rohan Peter De Fonseka – Financial Adviser

Adviser identifying number: 1254687
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: TAX SHIELD ACCOUNTING MADDINGTON PTY LTD
Licence number: 485436
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 14/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: TAX SHIELD ACCOUNTING MADDINGTON PTY LTD
Authorised Representative identifying number: 000485436
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• ASSOCIATE DIPLOMA IN BUSINESS – DEPARTMENT OF EMPLYMENT, VOCATIONAL EDUCATION AND TRAINING
• BACHELOR OF COMMERCE ACCOUNTING – CURTIN UNIVERSITY OF TECHNOLOGY
• CERTIFICATE IV IN FINANCIAL SERVICES (FINANCE/MORTGAGE BROKING – INTERNATIONAL INSTITUTE OF TECHNOLOGY
• DIPLOMA OF FINANCIAL SERVICES (FINANCE /MORTGAGE BRIKING MANAGEMENT) – MYFENG
• SUPERANNUATION AND RETIREMENT PLANNING INCLUDING SMSF ADVICE – MYFENG

Relevant memberships of professional bodies or industry associations:

• Institute of Public Accountants (IPA)
• NATIONAL TAX & ACCOUNTANTS ASSOCIATION LTD

Rohan Peter De Fonseka is authorised to provide advices on following products:

• Superannuation / Self-Managed Superannuation Fund
• Superannuation / A person’s existing holding in a superannuation product
• Class of Product Advice – Superannuation