Melissa Estela Balacharige
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003102
- Location
- Sydney NSW 2000
- Licensee
- Shadforth Financial Group Limited (AFSL 318613)
- Authorised since
- 12 December 2013
- First provided advice
- 2010
- Qualifications
- Bachelor of Commerce, University of Wollongong (2008); Margin Lending & Geared Investments, Kaplan Education Pty Ltd (2011); 5 unit CFP Certification Program, Financial Planning Association of Australia Limited (2016); Self Managed Superannuation Funds, Kaplan Education Pty Ltd (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Melissa Estela Balacharige
Melissa Estela Balacharige is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 001003102).
The licensee Melissa advises under is Shadforth Financial Group Limited (AFS licence 318613). The current authorisation started on 12 December 2013.
The register records 2010 as the year Melissa first provided financial advice. The qualifications listed for Melissa include Bachelor of Commerce (University of Wollongong, 2008), Margin Lending & Geared Investments (Kaplan Education Pty Ltd, 2011) and 5 unit CFP Certification Program (Financial Planning Association of Australia Limited, 2016). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Melissa Estela Balacharige a registered financial adviser?
Yes. Melissa Estela Balacharige is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003102.
Which licensee does Melissa Estela Balacharige work under?
Shadforth Financial Group Limited, Australian financial services licence 318613.
What can Melissa Estela Balacharige 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.