Roshan Pandalai
Financial Adviser in West End, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001233839
- Location
- West End QLD 4810
- Licensee
- Evergreen Financial Advisers Pty Ltd (AFSL 499827)
- Authorised since
- 22 August 2017
- First provided advice
- 2015
- Qualifications
- Diploma of Financial Planning, Kaplan (2015); Advanced Diploma of Financial Planning, Kaplan (2016); Tier 1 Margin Lending, Kaplan (2018); Graduate Diploma of Financial Planning, Kaplan (2020); Masters Of Financial Planning, KAPLAN (2023)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Roshan Pandalai
Roshan Pandalai is a financial adviser in West End, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 001233839.
Roshan provides advice as an authorised representative of Evergreen Financial Advisers Pty Ltd, which holds Australian financial services licence 499827. That authorisation dates from 22 August 2017.
The register records 2015 as the year Roshan first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Kaplan, 2015), Advanced Diploma of Financial Planning (Kaplan, 2016) and Tier 1 Margin Lending (Kaplan, 2018).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products and standard margin lending. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Roshan Pandalai a registered financial adviser?
Yes. Roshan Pandalai is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001233839.
Which licensee does Roshan Pandalai work under?
Evergreen Financial Advisers Pty Ltd, Australian financial services licence 499827.
What can Roshan Pandalai give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; standard margin lending.