ROSHAN PANDALAI (Adviser# 001233839) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is August 22, 2017.
| Register Name | Financial Advisers |
| Adviser Name | ROSHAN PANDALAI |
| Adviser Number | 001233839 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2015 |
| Financial Service (AFS) Licence |
Licence# 000499827 EVERGREEN FINANCIAL ADVISERS PTY LTD |
| Licence ABN | 33619353918 |
| Licence Controlled By | Roshan PANDALAI |
| Adviser Start Date | 2017-08-22 |
| Appointing Representative Name | EVERGREEN FINANCIAL ADVISERS PTY LTD |
| Appointing Representative Number | 000499827 |
| Appointing Representative ABN | 33619353918 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning | Kaplan |
| Diploma of Financial Planning | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000499827 |
EVERGREEN FINANCIAL ADVISERS PTY LTD
Licence controlled by: Roshan PANDALAI |
2017-08-22 - | EVERGREEN FINANCIAL ADVISERS PTY LTD |
| 000471826 |
LIGHTHOUSE FINANCIAL ADVISERS (TOWNSVILLE) PTY LTD
Further restrictions: Superannuation advice excludes self managed superannuation funds No margin lending or gearing advice |
2015-07-02 - 2017-11-03 | PDM FINANCIAL PTY LTD |
| Licence Name | EVERGREEN FINANCIAL ADVISERS PTY LTD |
| Licence Number | 000499827 |
| Licence ABN | 33619353918 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.