Sonali Rodrigo – Financial Adviser
Adviser identifying number: 343477
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010
Name of the licence holder: THE ADVICE EXCHANGE PTY LTD
Licence number: 278937
Licensee’s ABN: 55107629194
Licence controlled by: ADVICE EXCHANGE SOLUTIONS PTY LTD
The date the Financial Adviser commenced the appointment: 01/05/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: THE ADVICE EXCHANGE PTY LTD
Authorised Representative identifying number: 278937
Authorised Representative’s ABN: 55107629194
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:
- Advanced Diploma in Management Accounting – CIMA
- CPA – CPA AUstralia
- Certificate in Business Accounting – CIMA
- Diploma of Financial Services (Financial Planning) – Pinnacle
- Specialist Self Managed Superannuation Fund – University of Adelaide
Relevant memberships of professional bodies or industry associations: Institute of Managed Account Providers (IMAP)
Sonali Rodrigo is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Managed Investment Schemes / MDA Services
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility