Aadil Abbas Lakdawalla
Financial Adviser · RI Advice Group Pty Ltd
Maroubra, NSW
3 years' experience - first provided advice 2023 (ASIC register)
About
Aadil is a Financial Adviser at RI Advice Group Pty Ltd (AFSL 238429) and has been helping clients with financial advice since 2023. Aadil holds a Master of Business Administration from the University of New South Wales (2005) and a Graduate Diploma of Financial Planning from Securities Institute of Australia (2004).
Services
SuperannuationSuperannuation strategy and structure.
Life risk insurance
Life investment products
Securities
Managed investments
Deposit products
Retirement savings accounts
Margin lending
Languages
English
Qualifications & memberships
- 2004 - Graduate Diploma of Financial Planning (AQF 8) - Securities Institute of Australia
- 2005 - Master of Business Administration (AQF 9) - University of New South Wales
- 2021 - Accredited Aged Care Professional - Aged Care Steps
- 2022 - FPC002B Ethics and Professionalism in Financial Advice - Kaplan Higher Education
- 2026 - Commercial Law - Kaplan Professional Education
- 2026 - Tax for Financial Advising - Kaplan Professional Education
Chartered Accountants Australia and New Zealand (CA ANZ)
Sourced from the ASIC Financial Advisers Register and the professional's own representations.
Advisor information is factual and based on public records and the professional's own representations. It is not a recommendation or endorsement by InvestHAQ.