Minesh Kumar Lad
Financial Adviser in Rowville, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000322801
- Location
- Rowville VIC 3178
- Licensee
- Professional Investment Services Pty Ltd (AFSL 234951)
- Authorised since
- 8 December 2016
- First provided advice
- 2008
- Qualifications
- Diploma of Financial Services (Financial Planning), Mentor (2007)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not authorised to give Self Managed Superannuation Fund advice
- Tax (financial) advice
- Yes
- Register status
- Current
About Minesh Kumar Lad
On the Financial Advisers Register kept by ASIC, Minesh Kumar Lad appears as a current financial adviser in Rowville, Victoria, adviser number 000322801.
Minesh provides advice as an authorised representative of Professional Investment Services Pty Ltd, which holds Australian financial services licence 234951. That authorisation dates from 8 December 2016.
According to the register, Minesh first provided financial advice in 2008. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Mentor, 2007). Minesh is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Not authorised to give Self Managed Superannuation Fund advice.”
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Questions people ask
Is Minesh Kumar Lad a registered financial adviser?
Yes. Minesh Kumar Lad is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000322801.
Which licensee does Minesh Kumar Lad work under?
Professional Investment Services Pty Ltd, Australian financial services licence 234951.
What can Minesh Kumar Lad give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Not authorised to give Self Managed Superannuation Fund advice."