Financial Adviser
· EDITHVALE, VIC
Pallavi Mahajan
No disciplinary history on record with ASIC
EDITHVALE,
VIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000326417
About Pallavi Mahajan
Pallavi Mahajan is a financial adviser based in Edithvale, Victoria, with 18 years of experience in the financial services industry since 2008. Pallavi is currently authorised under Iconic Partners. Pallavi holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Pallavi's qualifications include a Certification Program (CFP) from Financial Planning Association of Australia. Pallavi is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of Commerce
University of Delhi
2009
Diploma of Financial Services (Financial Planning)
Kaplan
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan
2014
Graduate Diploma of Financial Planning
Kaplan
2015
Certification Program (CFP)
Financial Planning Association of Australia
2020
Financial Adviser Exam
Regulation & Legal Obligations - FASEA
2025
SMSF Specialist Course Assessment
Super Concepts