Tapas Basu
Financial Adviser in Carlingford, New South Wales, Australia
Review Tapas Basu
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 number000417557
- Location
- Carlingford NSW 2118
- Licensee
- Masu Financial Management Pty Ltd (AFSL 231140)
- Authorised since
- 22 December 2022
- First provided advice
- 2011
- Qualifications
- Diploma in Law, Legal Profession Admission Board (LPAB) (1996); FNS50804 Diploma of Financial Services (financial Planning), Kaplan Higher Education Pty Ltd (2011); Certificate IV in Finance and Mortgage Broking, Kaplan Higher Education Pty Ltd (2014); FNS60410 Advanced Diploma of Financial Planning, Kaplan Higher Education Pty Ltd (2015)
- Memberships
- Financial Planner AFP (FPA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Tapas Basu
Tapas Basu is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Carlingford, New South Wales (adviser number 000417557).
The licensee Tapas advises under is Masu Financial Management Pty Ltd (AFS licence 231140). The current authorisation started on 22 December 2022.
The register records 2011 as the year Tapas first provided financial advice. Qualifications and training on file include Diploma in Law (Legal Profession Admission Board (LPAB), 1996), FNS50804 Diploma of Financial Services (financial Planning) (Kaplan Higher Education Pty Ltd, 2011) and Certificate IV in Finance and Mortgage Broking (Kaplan Higher Education Pty Ltd, 2014). Professional memberships recorded: Financial Planner AFP (FPA).
Tapas is authorised to advise 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.
Reviews
Nobody has reviewed Tapas Basu here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Tapas Basu a registered financial adviser?
Yes. Tapas Basu is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000417557.
Which licensee does Tapas Basu work under?
Masu Financial Management Pty Ltd, Australian financial services licence 231140.
What can Tapas Basu 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.