Financial Adviser
· CHADSTONE, VIC
Vidyadhar Pai
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000410106
Vidyadhar Pai is a financial adviser based in Chadstone, Victoria, with 13 years of experience in the financial services industry since 2013. Vidyadhar is currently authorised under Synchron Advice, operating through The Trustee For Lifesuperplan. Vidyadhar holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Vidyadhar's qualifications include a Master of International Finance from Deakin University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2010
Master of International Finance
Deakin University
2010
Master of Professional Accounting
Deakin University
2013
Diploma of Financial Planning
Mentor Education
2015
Advanced Diploma of Financial Planning
Mentor Education
2016
Self Managed Superannuation Fund Adviser (Personal Advice)
Mentor Education
2020
FPC002B Ethics and Professionalism in Financial Advice.
Ethics - Kaplan Higher Education Pty Limited
2022
TFAv1 Tax for Financial Advising
Kaplan Education Pty Ltd
Registration History
Not authorised to provide financial product advice or deal in direct equities other than Exchange Traded Funds (ETFs) and Listed Investment Companies (LICs) which are approved under the Licensee Approved Product List.
FINANCIAL SERVICES GROUP AUSTRALIA PTY LTD
- Securities restricted to ASX 200- Not authorised to provide personal advice on SMSF
Limited to products supplied by Equip Super
Not authorised to provide advice in SMSFs.
Not authorised to provide personal advice on Securities, SMSF, & Standard Margin Lending
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
MDA services arerestricted toLimitedAuthority toOperate services.One off licenseeapproval isrequired for allproducts whichare either not onthe approvedproduct list or
"Authorised to provide personal financial product advice to retail clients on MDA services. MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives."
Source: ASIC Financial Advisers Register