Financial Adviser · ROWVILLE, VIC

Minesh Kumar Lad

ROWVILLE, VIC

18 Years experience

Tax advice
authorised

ASIC Registered · ADV 000322801

Currently at

Professional Investment Services

Bundall, QLD (firm address)

View firm profile

About Minesh Kumar Lad

Minesh Kumar Lad is a financial adviser based in Rowville, Victoria, with 18 years of experience in the financial services industry since 2008. Minesh is currently authorised under Professional Investment Services. Minesh holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Minesh's qualifications include a Diploma of Financial Services (Financial Planning) from Mentor. Minesh 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 Government Bonds

Restrictions: Not authorised to give Self Managed Superannuation Fund advice

Authorised to provide tax financial advice services

Qualifications and Training

2007

Diploma of Financial Services (Financial Planning)

Mentor

2008

Diploma of Financial Services (Financial Planning)

Finsai

Registration History

Professional Investment Services Pty Ltd

Dec 2016 - Present Current

Not authorised to give Self Managed Superannuation Fund advice

Professional Investment Services Pty Ltd

Jun 2010 - Dec 2016 Ceased

Iselect Life Pty Ltd

Mar 2009 - Mar 2010 Ceased

Charter Financial Planning Limited

Mar 2008 - Feb 2009 Ceased

Source: ASIC Financial Advisers Register