Minesh Kumar Lad
PROFESSIONAL INVESTMENT SERVICES PTY LTD · Rowville VIC 3178 · Advising since 2008
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
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- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000322801
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- PROFESSIONAL INVESTMENT SERVICES PTY LTD · AFSL 234951Since 8 December 2016
- Principal business address
- Rowville VIC 3178
- First year providing advice
- 2008
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- Further restrictions
- Not authorised to give Self Managed Superannuation Fund advice
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTDec 2016 – presentPROFESSIONAL INVESTMENT SERVICES PTY LTD · AFSL 234951
- CEASEDJun 2010 – Dec 2016PROFESSIONAL INVESTMENT SERVICES PTY LTD · AFSL 234951Through authorised representative CLUB LOANS PTY. LTD. (no. 000342778)
- CEASEDMar 2009 – Mar 2010ISELECT LIFE PTY LTD · AFSL 331128
- CEASEDMar 2008 – Feb 2009CHARTER FINANCIAL PLANNING LIMITED · AFSL 234665
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Diploma of Financial Services (Financial Planning)
Finsai · 2008
Diploma of Financial Services (Financial Planning)
Mentor · 2007
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Minesh Kumar Lad claims the profile.
Reviews
Not yet reviewed
No client has reviewed Minesh Kumar Lad on Souffle yet.
Contacting Minesh Kumar Lad
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
PROFESSIONAL INVESTMENT SERVICES PTY LTD · AFSL 234951
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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