Ali Roshan
Financial Adviser in Bentleigh East, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000378611
- Location
- Bentleigh East VIC 3165
- Licensee
- Advice Assist Australia Pty Ltd (AFSL 496692)
- Authorised since
- 4 October 2023
- First provided advice
- 2010
- Qualifications
- Bachelor of Science in Business Administration (Finance), California State University (2002); Diploma of Financial Services (Financial Planning), Kaplan Professional (2010); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); Ethics and Professionalism in Financial Advice, Kaplan Professional (2021)
- Memberships
- Financial Advice Association of Australia (FAAA); National Tax and Accountants Association (NTAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Ali Roshan
Ali Roshan is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Bentleigh East, Victoria (adviser number 000378611).
Ali provides advice as an authorised representative of Advice Assist Australia Pty Ltd, which holds Australian financial services licence 496692. That authorisation dates from 4 October 2023.
According to the register, Ali first provided financial advice in 2010. The qualifications listed for Ali include Bachelor of Science in Business Administration (Finance) (California State University, 2002), Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2010) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and National Tax and Accountants Association (NTAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Ali Roshan a registered financial adviser?
Yes. Ali Roshan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000378611.
Which licensee does Ali Roshan work under?
Advice Assist Australia Pty Ltd, Australian financial services licence 496692.
What can Ali Roshan give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts.