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