Sasha Shrestha
SUMMIT FINANCIAL GROUP PTY LTD · Southport QLD 4215 · Advising since 2024
- Register · ASICRegisteredAs at 17 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 17 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001308123
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- LIFESTYLE ASSET MANAGEMENT PTY LTD · AFSL 288421Through authorised representative SUMMIT FINANCIAL GROUP PTY LTD (no. 001315487)Since 8 September 2026
- Principal business address
- Southport QLD 4215
- First year providing advice
- 2024
- Can provide tax (financial) advice
- Yes
- Memberships
- None recorded
- Further restrictions
- Restriction on providing advice on establishment of new SMSFs
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.
- 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 17 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.
- CURRENTSep 2026 – presentLIFESTYLE ASSET MANAGEMENT PTY LTD · AFSL 288421Through authorised representative SUMMIT FINANCIAL GROUP PTY LTD (no. 001315487)
- CEASEDNov 2025 – Sep 2026MY PLAN GROUP PTY LTD · AFSL 528220Through authorised representative KEY TO WEALTH PTY LTD (no. 001318634)
- CEASEDApr 2025 – Nov 2025LIFESTYLE ASSET MANAGEMENT PTY LTD · AFSL 288421Through authorised representative SUMMIT INSURANCE PTY LTD (no. 001314539)
- CEASEDJan 2024 – Nov 2025LIFESTYLE ASSET MANAGEMENT PTY LTD · AFSL 288421Through authorised representative VOGUE ADVISORY GROUP PTY LTD (no. 001261760)
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 17 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
SMSF Regulation and Taxation
Kaplan Professional · 2025 · Masters Degree (AQF 9)
Ethics and Professionalism in Financial Advice
Kaplan Professional · 2023 · Bridging Course - Ethics
Bachelor of Commerce
Griffith University · 2021 · Bachelor Degree (AQF 7)
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 Sasha Shrestha claims the profile.
Reviews
Not yet reviewed
No client has reviewed Sasha Shrestha on Souffle yet.
Contacting Sasha Shrestha
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
SUMMIT FINANCIAL GROUP PTY LTD
Authorised by LIFESTYLE ASSET MANAGEMENT PTY LTD · AFSL 288421
- 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
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- PROFILE CLAIMUNCLAIMED
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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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