Financial Adviser
· MAROUBRA, NSW
Aadil Abbas Lakdawalla
No disciplinary history on record with ASIC
MAROUBRA,
NSW
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001300922
About Aadil Abbas Lakdawalla
Aadil Abbas Lakdawalla is a financial adviser based in Maroubra, New South Wales, with 3 years of experience in the financial services industry since 2023. Aadil is currently authorised under Pgw Financial Services. Aadil holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Aadil's qualifications include a Master of Business Administration from University of New South Wales. Aadil is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2004
Graduate Diploma of Financial Planning
Securities Institute of Australia
2005
Master of Business Administration
University of New South Wales
2021
Accredited Aged Care Professional
Aged Care Steps
2022
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2026
Commercial Law
Kaplan Professional Education
2026
Tax for Financial Advising
Kaplan Professional Education
Registration History
Securities: advice is limited to approved model portfolios only.
Source: ASIC Financial Advisers Register