Romesh Sohan P Perera
NEXTPLAN FINANCIAL PTY LTD · Hawthorn VIC 3122 · Advising since 2013
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000436372
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- NEXTPLAN FINANCIAL PTY LTD · AFSL 452996Since 4 March 2026
- Principal business address
- Hawthorn VIC 3122
- First year providing advice
- 2013
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTMar 2026 – presentNEXTPLAN FINANCIAL PTY LTD · AFSL 452996
- CEASEDDec 2024 – Mar 2026AKUMIN FINANCIAL PLANNING PTY LIMITED · AFSL 232706
- CEASEDApr 2023 – Dec 2024PERSONAL FINANCIAL SERVICES LTD · AFSL 234459
- CEASEDSep 2021 – Mar 2023LDB FINANCIAL GROUP PTY LTD · AFSL 437164
- CEASEDOct 2016 – Sep 2021UNIQUE ADVISERS PTY LTD · AFSL 328140
- CEASEDApr 2014 – Jul 2016HILLROSS FINANCIAL SERVICES LIMITED · AFSL 232705
- CEASEDApr 2013 – Dec 2013CHUBB INSURANCE AUSTRALIA LTD · AFSL 239687
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
FPC002B Ethics and Professionalism in Financial Advice
Kaplan Higher Education Pty Limited · 2019 · Bridging Course - Ethics
Self Managed Superannuation Funds
International Institute of Technology Pty Ltd (IIT) · 2019 · Other
Certified Financial Planner
Financial Planning Association of Australia (FPA) · 2018 · Professional Designations
Diploma of Financial Planning
International Institute of Technology Pty Ltd (IIT) · 2014 · Diploma (AQF 5)
Master of Business (Banking and Finance)
Monash University · 2013 · Masters Degree (AQF 9)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Romesh Sohan P Perera claims the profile.
Reviews
Not yet reviewed
No client has reviewed Romesh Sohan P Perera on Souffle yet.
Contacting Romesh Sohan P Perera
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
NEXTPLAN FINANCIAL PTY LTD · AFSL 452996
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
Once Romesh Sohan P Perera claims this profile, their own contact options can appear here.
Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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