Sonali Rodrigo
Financial Adviser in Bayswater, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000343477
- Location
- Bayswater VIC 3153
- Licensee
- The Advice Exchange Pty Ltd (AFSL 278937)
- Authorised since
- 1 May 2015
- First provided advice
- 2010
- Qualifications
- Certificate in Business Accounting, CIMA (2004); Advanced Diploma in Management Accounting, CIMA (2005); Diploma of Financial Services (Financial Planning), Pinnacle (2009); Specialist Self Managed Superannuation Fund, University of Adelaide (2012)
- Memberships
- Institute of Managed Account Professionals (IMAP)
- 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
- Restriction
- Excludes Margin Lending and advice on credit as it relates to financial planning
- Tax (financial) advice
- Yes
- Register status
- Current
About Sonali Rodrigo
On the Financial Advisers Register kept by ASIC, Sonali Rodrigo appears as a current financial adviser in Bayswater, Victoria, adviser number 000343477.
Sonali provides advice as an authorised representative of The Advice Exchange Pty Ltd, which holds Australian financial services licence 278937. That authorisation dates from 1 May 2015.
The register records 2010 as the year Sonali first provided financial advice. Qualifications and training on file include Certificate in Business Accounting (CIMA, 2004), Advanced Diploma in Management Accounting (CIMA, 2005) and Diploma of Financial Services (Financial Planning) (Pinnacle, 2009). Professional memberships recorded: Institute of Managed Account Professionals (IMAP).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Excludes Margin Lending and advice on credit as it relates to financial planning.”
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Questions people ask
Is Sonali Rodrigo a registered financial adviser?
Yes. Sonali Rodrigo is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000343477.
Which licensee does Sonali Rodrigo work under?
The Advice Exchange Pty Ltd, Australian financial services licence 278937.
What can Sonali Rodrigo 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. It also records this restriction: "Excludes Margin Lending and advice on credit as it relates to financial planning."