Pallavi Mahajan

Financial Adviser in Edithvale, Victoria, Australia

Review Pallavi Mahajan

Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.

Australian Securities and Investments Commission (ASIC)

Adviser number000326417

Currenton the register
Location
Edithvale VIC 3196
Licensee
Iconic Partners Pty Ltd (AFSL 450822)
Authorised since
27 June 2026
First provided advice
2008
Qualifications
Bachelor of Commerce, University of Delhi (2002); Diploma of Finacial Services (Financial Planning), Kaplan (2009); Advanced Diploma of Financial Services (Financial Planning), Kaplan (2012); Graduate Diploma of Financial Planning, Kaplan (2014); Certification Program (CFP), Financial Planning Association of Australia (2015); Financial Adviser Exam, FASEA (2020); SMSF Specialist Course Assessment, Super Concepts (2025)
Memberships
Financial Advice Association of Australia (FAAA)
Advice areas
superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
Tax (financial) advice
Yes
Register status
Current
Copied from the public register on 24 October 2026. Check it on the official register

About Pallavi Mahajan

On the Financial Advisers Register kept by ASIC, Pallavi Mahajan appears as a current financial adviser in Edithvale, Victoria, adviser number 000326417.

Pallavi provides advice as an authorised representative of Iconic Partners Pty Ltd, which holds Australian financial services licence 450822. The current authorisation started on 27 June 2026.

The register records 2008 as the year Pallavi first provided financial advice. Qualifications and training on file include Bachelor of Commerce (University of Delhi, 2002), Diploma of Finacial Services (Financial Planning) (Kaplan, 2009) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan, 2012). Pallavi is recorded as a member of Financial Advice Association of Australia (FAAA).

Pallavi is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.

Reviews

Nobody has reviewed Pallavi Mahajan here yet. If you have used them, tap the stars above and say how it went.

Questions people ask

Is Pallavi Mahajan a registered financial adviser?

Yes. Pallavi Mahajan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000326417.

Which licensee does Pallavi Mahajan work under?

Iconic Partners Pty Ltd, Australian financial services licence 450822.

What can Pallavi Mahajan give advice on?

The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.