Thaveesh Ranjeeva Palapathwala

Name
Thaveesh Ranjeeva Palapathwala
ID
1260572
ABN
First Provided Advice
2017
Restrictions
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

Licencee

Status
Ceased
Licence Holder
Amp Financial Planning Pty Limited (#232706)
Commenced
Dec. 17, 2019
Ceased
Feb. 24, 2023
Status
Ceased
Licence Holder
Charter Financial Planning Limited (#234665)
Commenced
Sept. 17, 2018
Ceased
Dec. 17, 2019
Status
Ceased
Licence Holder
Insight Investment Services Pty Ltd (#309996)
Commenced
March 25, 2024
Ceased
May 3, 2024
Status
Ceased
Licence Holder
Mercer Financial Advice (australia) Pty Ltd (#411766)
Commenced
May 3, 2023
Ceased
March 21, 2024
Status
Ceased
Licence Holder
Amp Financial Planning Pty Limited (#232706)
Commenced
Dec. 11, 2017
Ceased
May 29, 2018