Dasith Monnekulame
Financial Adviser in Notting Hill, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001983
- Location
- Notting Hill VIC 3168
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 1 September 2023
- First provided advice
- 2009
- Qualifications
- Bachelor of Commerce, University of Melbourne (2008); Diploma of Financial Services (Financial Planning), Mentor Education Pty Ltd (2009); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2011); Advanced Diploma of Financial Services (Financial Planning), International Institute of Technology Pty Ltd (IIT) (2012); SMSF Course, Mentor Education Pty Ltd (2013); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2018); Accredited Aged Care Professional, Aged Care Steps (2023)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Dasith Monnekulame
On the Financial Advisers Register kept by ASIC, Dasith Monnekulame appears as a current financial adviser in Notting Hill, Victoria, adviser number 001001983.
Advice is given under the Australian financial services licence of Akumin Financial Planning Pty Limited, licence number 232706. The current authorisation started on 1 September 2023.
According to the register, Dasith first provided financial advice in 2009. Qualifications and training on file include Bachelor of Commerce (University of Melbourne, 2008), Diploma of Financial Services (Financial Planning) (Mentor Education Pty Ltd, 2009) and Margin Lending and Geared Investments (Kaplan Higher Education Pty Limited, 2011).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Dasith Monnekulame a registered financial adviser?
Yes. Dasith Monnekulame is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001983.
Which licensee does Dasith Monnekulame work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Dasith Monnekulame give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."