Financial Adviser
· WEST END, QLD
Roshan Pandalai
No disciplinary history on record with ASIC
WEST END,
QLD
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001233839
About Roshan Pandalai
Roshan Pandalai is a financial adviser based in West End, Queensland, with 11 years of experience in the financial services industry since 2015. Roshan is currently authorised under Evergreen Financial Advisers. Roshan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Roshan's qualifications include a Masters Of Financial Planning from KAPLAN.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2015
Diploma of Financial Planning
Kaplan
2016
Advanced Diploma of Financial Planning
Kaplan
2018
Tier 1 Margin Lending
Kaplan
2020
Graduate Diploma of Financial Planning
Kaplan
2023
Masters Of Financial Planning
KAPLAN
Registration History
Superannuation advice excludes self managed superannuation funds No margin lending or gearing advice
Source: ASIC Financial Advisers Register