Financial Adviser
· MELBOURNE, VIC
Rohan Talwar
No disciplinary history on record with ASIC
MELBOURNE,
VIC
15
Years experience
ASIC Registered · ADV 001004592
About Rohan Talwar
Rohan Talwar is a financial adviser based in Melbourne, Victoria, with 15 years of experience in the financial services industry since 2011. Rohan is currently authorised under Sequoia Wealth Management, operating through Bayside Financial Advisers. Rohan holds authorisations to advise on superannuation, life insurance investments, managed investments and securities. Rohan's qualifications include a Bachelor of Business (Accounting) from Monash University. Rohan is a member of Stockbrokers and Investment Advisers Association (SIAA).
Authorised to Advise On
Superannuation
Life Insurance Investments
Managed Investments
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
1992
Bachelor of Business (Accounting)
Monash University
1992
Bachelor of Computing (Information Systems)
Monash University
1995
Certified Practicing Accountant
CPA Australia
2011
Stockbrokers Association of Australia Professional Diploma in Stockbroking
Deakin Prime/Stockbrokers Association of Australia
2012
Margin Lending Accreditation Program
Deakin Prime/Stockbrokers Association of Australia
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
Source: ASIC Financial Advisers Register