Financial Adviser
· SYDNEY, NSW
Zaheer Lalani
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000427267
Zaheer Lalani is a financial adviser based in Sydney, New South Wales, with 19 years of experience in the financial services industry. Zaheer is currently authorised under Interprac Financial Planning Pty Ltd. Zaheer 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 Diploma of Financial Services (Financial Planning) FNS50804 from FINSIA.
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
2007
Diploma of Financial Services (Financial Planning) FNS50804
FINSIA
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2022
MLI714 Financial Advice Regulation
Regulation & Legal Obligations - Deakin Business School
2024
MAA719 Superannuation and Retirement Planning
Deakin Business School
2024
MAA745 Financial Planning and Economic Fundamentals
Deakin Business School
2024
MAI700 Estate Planning and Risk Management Strategies
Deakin Business School
2024
MAI728 Financial Behaviour & Decision Making
Behavioural Finance - Deakin Business School
2024
MLC703 Principles of Income Tax Law
Deakin Business School
2025
MAA727 Financial Planning Development
Deakin Business School
2025
MLC707 Business Law
Deakin Business School