Financial Adviser
· BRISBANE, QLD
Ekta Ashokkumar Lalwani
No disciplinary history on record with ASIC
BRISBANE,
QLD
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001272262
About Ekta Ashokkumar Lalwani
Ekta Ashokkumar Lalwani is a financial adviser based in Brisbane, Queensland, with 8 years of experience in the financial services industry since 2018. Ekta is currently authorised under Art Financial Advice. Ekta holds authorisations to advise on superannuation, life insurance and deposit products, as well as tax financial advice services (TFAS). Ekta's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2011
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2018
Advanced Diploma of Financial Planning
Kaplan Professional
2024
Economic and Legal Context for Financial Planning
Kaplan Higher Education Pty Limited
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2024
Taxation for Financial Planning
Kaplan Higher Education Pty Limited
Registration History
One off licensee approval is required for all products which are not on the approved product list
Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.
Restricted to providing personal advice to First State Super members in relation to their interest in First State Super products only.
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