Financial Adviser · IVANHOE, VIC

Romesh Alvin Fernando

IVANHOE, VIC
8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001261913
Currently at
Brighton, VIC (firm address)

About Romesh Alvin Fernando

Romesh Alvin Fernando is a financial adviser based in Ivanhoe, Victoria, with 8 years of experience in the financial services industry since 2018. Romesh is currently authorised under Spark Advisors Australia, operating through The Trustee For Fernando Family Trust. Romesh holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Romesh's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association of Australia. Romesh is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Not authorised to provide financial product advice in direct equities other than Exchange Traded Funds (ETFs) and Listed Investment Companies (LICs) which are approved under the Licensee Approved Product List to clients who have not previously received direct equities advice from the adviser. Not authorised to provide SMSF advice to clients who have not previously received SMSF advice from the adviser.

Authorised to provide tax financial advice services

Qualifications and Training

2013
Bachelor of Commerce (International Business)
Swinbourne University of Technology
2016
Advanced Diploma of Financial Planning
Kaplan Professional
2018
Certified Financial Planner (CFP)
Financial Planning Association of Australia
2020
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

May 2025 - Present Current
Not authorised to provide financial product advice in direct equities other than Exchange Traded Funds (ETFs) and Listed Investment Companies (LICs) which are approved under the Licensee Approved Product List to clients who have not previously received direct equities advice from the adviser. Not authorised to provide SMSF advice to clients who have not previously received SMSF advice from the adviser.
Feb 2018 - Apr 2025 Ceased

Source: ASIC Financial Advisers Register