Premjit Uberoi
Financial Adviser in Canberra, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004700
- Location
- Canberra ACT 2600
- Licensee
- Viridian Advisory Pty Ltd (AFSL 476223)
- Authorised since
- 1 July 2019
- First provided advice
- 2003
- Qualifications
- Bachelor of Arts, Australian National University (1994); Diploma of Financial Planning, Financial Planning Association of Australia (2004); Self Managed Superannuation Funds, Kaplan Professional Education (2007); Margin Lending and Geared Investments, Kaplan Professional Education (2011); Certified Financial Planner, Financial Planning Association of Australia (2015)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Premjit Uberoi
Premjit Uberoi is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Canberra, Australian Capital Territory (adviser number 001004700).
The licensee Premjit advises under is Viridian Advisory Pty Ltd (AFS licence 476223). That authorisation dates from 1 July 2019.
The register records 2003 as the year Premjit first provided financial advice. Qualifications and training on file include Bachelor of Arts (Australian National University, 1994), Diploma of Financial Planning (Financial Planning Association of Australia, 2004) and Self Managed Superannuation Funds (Kaplan Professional Education, 2007). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Premjit Uberoi a registered financial adviser?
Yes. Premjit Uberoi is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004700.
Which licensee does Premjit Uberoi work under?
Viridian Advisory Pty Ltd, Australian financial services licence 476223.
What can Premjit Uberoi 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; standard margin lending.