Pallavi Mahajan Financial Planner Report

Name:
Pallavi Mahajan

Rep Number:
000326417

Status:
Current

First Advice:
2008

Disciplinary action:
No action

Most Recent Role:
2016-02-23 onwards

Location:
Keysborough, Melbourne, VIC, 3173

Licensee
Name:

Number:
000246638

ABN:
14 076 093 680

Controlled By:

Appointed By
Name:
Interprac Financial Planning Pty Ltd

Licence Number:
000246638

ABN:
14 076 093 680

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan Professional Education
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
Diploma of Financial Services (Financial Planning)
Kaplan Professional
Graduate Diploma in Financial Planning

Memberships
Association of Independently Owned Financial Professionals (AIOFP)
Financial Planning Association of Australia (FPA)