SUNITHA CHAMALA


Licensee: EP FINANCIAL SERVICES PTY LTD

SUNITHA CHAMALA (Adviser# 001001655) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is July 2, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name SUNITHA CHAMALA
Adviser Number 001001655
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2011
Financial Service (AFS) Licence Licence# 000325252
EP FINANCIAL SERVICES PTY LTD
Licence ABN 52130772495
Licence Controlled By ELSTON GROUP PTY LTD
Adviser Start Date 2016-07-02
Appointing Representative Name EP FINANCIAL SERVICES PTY LTD
Appointing Representative Number 000325252
Appointing Representative ABN 52130772495
Memberships Financial Planning Association of Australia (FPA)
SMSF Association

Authorisations to provide financial product advice

  • SUNITHA CHAMALA
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Deposit Payment Non Cash Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Managed Investment Schemes MDA Service
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Services (Financial Planning) Kaplan Professional
Bachelor of Commerce (Majors in Accounting and Finance) The University of Queensland
Certified Financial Planner Financial Planning Association of Australia
Margin Lending and Geared Investments Kaplan Professional
SMSF Specialist Advisor Accreditation SMSF Association

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000325252 EP FINANCIAL SERVICES PTY LTD
Licence controlled by: ELSTON GROUP PTY LTD
2016-07-02 - EP FINANCIAL SERVICES PTY LTD
000238280 BDO PRIVATE WEALTH ADVISERS PTY LTD 2011-08-01 - 2016-06-10 BDO PRIVATE WEALTH ADVISERS PTY LTD

Licensee Information

Licence Name EP FINANCIAL SERVICES PTY LTD
Licence Number 000325252
Licence ABN 52130772495

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
NATHAN RAYMOND HORNE Ep Financial Services Pty Ltd Current 2018-07-24
TORY JAMES CROSS Ep Financial Services Pty Ltd Current 2018-06-22
JESSIE HINDS Ep Financial Services Pty Ltd Current 2018-06-08
MATTHEW RENCKEN Ep Financial Services Pty Ltd Current 2018-03-26
MALCOLM PHILLIPS Ep Financial Services Pty Ltd Current 2018-02-22
ANDREW JOHN ROSETTA Ep Financial Services Pty Ltd Current 2017-10-16
CAMERON FELICE Ep Financial Services Pty Ltd Current 2017-08-30
ANDREW FABER Ep Financial Services Pty Ltd Current 2017-08-30
NATALIE LACKNER Ep Financial Services Pty Ltd Current 2017-07-19
MEHMED KAHRIC Ep Financial Services Pty Ltd Current 2016-08-31

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.