Sanjay Silvester D’souza
Financial Adviser in Point Cook, Victoria, Australia
Review Sanjay Silvester D’souza
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000454756
- Location
- Point Cook VIC 3030
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 1 December 2020
- First provided advice
- 2012
- Qualifications
- Diploma of Financial Planning, Holmesglen Institute (2012); Advanced Diploma of Financial Planning, Kaplan Professional (2015); Diploma of Finance & Mortgage Broking Management, Holmesglen Institute (2015); Margin Lending, Kaplan Professional (2019); Master of Financial Planning, Deakin University (2021)
- Memberships
- MFAA - Mortgage & Finance Association of Australia
- 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 Sanjay Silvester D’souza
Sanjay Silvester D’souza is a financial adviser in Point Cook, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000454756.
Advice is given under the Australian financial services licence of Lifespan Financial Planning Pty Ltd, licence number 229892. That authorisation dates from 1 December 2020.
The register records 2012 as the year Sanjay first provided financial advice. The qualifications listed for Sanjay include Diploma of Financial Planning (Holmesglen Institute, 2012), Advanced Diploma of Financial Planning (Kaplan Professional, 2015) and Diploma of Finance & Mortgage Broking Management (Holmesglen Institute, 2015). Professional memberships recorded: MFAA – Mortgage & Finance Association of Australia.
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.
Reviews
Nobody has reviewed Sanjay Silvester D’souza here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Sanjay Silvester D'souza a registered financial adviser?
Yes. Sanjay Silvester D'souza is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000454756.
Which licensee does Sanjay Silvester D'souza work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Sanjay Silvester D'souza 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.