ROSHAN PANDALAI
Financial Adviser · West End, QLD
📚 Qualifications & Training
2015 - Diploma of Financial Planning - - Kaplan
2016 - Advanced Diploma of Financial Planning - - Kaplan
2018 - Tier 1 Margin Lending - Other - Kaplan
2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
2023 - Masters Of Financial Planning - Masters Degree (AQF 9) - KAPLAN
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.