Roshni Daftary – Financial Adviser

Adviser identifying number: 1245996
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: AON HEWITT FINANCIAL ADVICE LIMITED
Licence number: 239183
Licensee’s ABN: 13091225642
Licence controlled by:

The date the Financial Adviser commenced the appointment: 12/09/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AON HEWITT FINANCIAL ADVICE LIMITED
Authorised Representative identifying number: 239183
Authorised Representative’s ABN: 13091225642

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Bachelor of Commerce – Bangalore University (India)
• Bachelor of Commerce – Bangalore University (India)
• Diploma of Financial Planning – Kaplan Professional
• Diploma of Financial Planning – Kaplan Professional

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• Financial Planning Association of Australia (FPA)

Roshni Daftary is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation