Thaveesh Ranjeeva Palapathwala
OBSIDIAN WEALTH MANAGEMENT PTY LTD · Melbourne VIC 3000 · Advising since 2017
- 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
- 001260572
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD · AFSL 389206Through authorised representative OBSIDIAN WEALTH MANAGEMENT PTY LTD (no. 001319838)Since 7 July 2026
- Principal business address
- Melbourne VIC 3000
- First year providing advice
- 2017
- Can provide tax (financial) advice
- Yes
- Memberships
- None recorded
- 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.
- CURRENTJul 2026 – presentAUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD · AFSL 389206Through authorised representative OBSIDIAN WEALTH MANAGEMENT PTY LTD (no. 001319838)
- CEASEDJan 2025 – Jun 2026LIFESPAN FINANCIAL PLANNING PTY LTD · AFSL 229892
- CEASEDMar 2024 – May 2024INSIGHT INVESTMENT SERVICES PTY LTD · AFSL 309996
- CEASEDMay 2023 – Mar 2024MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD · AFSL 411766
- CEASEDDec 2019 – Feb 2023AKUMIN FINANCIAL PLANNING PTY LIMITED · AFSL 232706
- CEASEDSep 2018 – Dec 2019CHARTER FINANCIAL PLANNING LIMITED · AFSL 234665
- CEASEDDec 2017 – May 2018AKUMIN FINANCIAL PLANNING PTY LIMITED · AFSL 232706
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
Margin Lending Specialist
Kaplan · 2025 · Certificate (AQF 1-4)
SMSF Regulations and Taxation
Kaplan · 2025 · Professional Designations
Graduate Certificate of Business Administration
Deakin University · 2022 · Graduate Certificate (AQF 8)
Ethics and Professionalism in Financial Advice
Kaplan · 2020 · Bridging Course - Ethics
Bachelor of Commerce (Financial Planning and Commercial Law)
Deakin University · 2018 · Bachelor Degree (AQF 7)
Certificate IV in Finance and Mortgage Broking
Kaplan Professional · 2018 · Certificate (AQF 1-4)
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 Thaveesh Ranjeeva Palapathwala claims the profile.
Reviews
Not yet reviewed
No client has reviewed Thaveesh Ranjeeva Palapathwala on Souffle yet.
Contacting Thaveesh Ranjeeva Palapathwala
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
OBSIDIAN WEALTH MANAGEMENT PTY LTD
Authorised by AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD · AFSL 389206
- 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
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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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