Financial Adviser · SYDNEY, NSW

Ekta Ashokkumar Lalwani

8 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001272262

Ekta Ashokkumar Lalwani is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry. Ekta is currently authorised under Awm Services Pty Ltd. Ekta holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are not on the approved product list

Authorised to provide tax financial advice services

Qualifications and Training

2011

Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2018

Advanced Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2024

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Awm Services Pty Ltd

Aug 2025 - Present Current

One off licensee approval is required for all products which are not on the approved product list

Aware Financial Services Australia Limited

Sep 2021 - Jul 2025 Ceased

Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.

Aware Financial Services Australia Limited

Dec 2019 - Jul 2020 Ceased

Restricted to providing personal advice to First State Super members in relation to their interest in First State Super products only.

Aware Financial Services Australia Limited

Dec 2018 - Nov 2019 Ceased

Restricted to providing personal advice to First State Super members in relation to their interest in First State Super only.

Source: ASIC Financial Advisers Register