Financial Adviser · CANBERRA, ACT

Premjit Uberoi

CANBERRA, ACT
23 Years experience
Tax advice
authorised
ASIC Registered · ADV 001004700
Currently at
Melbourne, VIC (firm address)

Premjit Uberoi is a financial adviser based in Canberra, Australian Capital Territory, with 23 years of experience in the financial services industry since 2003. Premjit is currently authorised under Viridian Advisory, operating through Viridian Financial Group. Premjit holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Premjit's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Premjit 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1994
Bachelor of Arts
Australian National University
2004
Diploma of Financial Planning
Financial Planning Association of Australia
2007
Self Managed Superannuation Funds
Kaplan Professional Education
2011
Margin Lending and Geared Investments
Kaplan Professional Education
2015
Certified Financial Planner
Financial Planning Association of Australia

Registration History

Jul 2019 - Present Current
Feb 2004 - Jun 2019 Ceased

Source: ASIC Financial Advisers Register