Financial Adviser
· BENTLEIGH EAST, VIC
Ali Roshan
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000378611
Ali Roshan is a financial adviser based in Bentleigh East, Victoria, with 16 years of experience in the financial services industry. Ali is currently authorised under Advice Assist Australia Pty Ltd. Ali holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Science in Business Administration (Finance) from California State University. Ali is a member of Financial Advice Association of Australia (FAAA) and National Tax and Accountants Association (NTAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of Science in Business Administration (Finance)
California State University
2010
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional