Sunitha Chamala – Financial Adviser

Adviser identifying number: 1001655
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011

Name of the licence holder: EP FINANCIAL SERVICES PTY LTD
Licence number: 325252
Licensee’s ABN: 52130772495
Licence controlled by: ELSTON GROUP PTY LTD

The date the Financial Adviser commenced the appointment: 02/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: EP FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 325252
Authorised Representative’s ABN: 52130772495

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 of Financial Services (Financial Planning) – Kaplan Professional
  • Bachelor of Commerce (Majors in Accounting and Finance) – The University of Queensland
  • Certified Financial Planner – Financial Planning Association of Australia
  • Diploma of Financial Services (Financial Planning) – Kaplan Professional

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Sunitha Chamala is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Deposit & Payment Products – Non-Cash 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
  • Securities
  • Superannuation