Financial Adviser · TARNEIT, VIC

Prasanna Iyer

TARNEIT, VIC
8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001264669
Currently at
Box Hill North, VIC (firm address)

About Prasanna Iyer

Prasanna Iyer is a financial adviser based in Tarneit, Victoria, with 8 years of experience in the financial services industry since 2018. Prasanna is currently authorised under Apex MacRo Financial Group. Prasanna holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Prasanna's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Ltd.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2016
Diploma of Financial Planning
Integrity Education Group
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
2025
SMSF Accreditation
Kaplan

Registration History

Jun 2021 - Present Current
Aug 2020 - Jun 2021 Ceased
excludes SMSF advice
LIFE PLAN FP PTY LTD
Mar 2019 - Aug 2020 Ceased
Life and Super only
SPECTRUM WEALTH ADVISERS PTY LTD
Dec 2018 - Jan 2019 Ceased
Full Advice

Source: ASIC Financial Advisers Register