Financial Adviser
· LUTWYCHE, QLD
Lavika Patel
No disciplinary history on record with ASIC
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001302622
Lavika Patel is a financial adviser based in Lutwyche, Queensland, with 3 years of experience in the financial services industry. Lavika is currently authorised under Kdm Financial And Estate Planning Pty Ltd. Lavika holds authorisations to advise on superannuation, life insurance, life insurance investments and securities, as well as tax financial advice services (TFAS). Lavika holds a Graduate Diploma in Financial Planning from QUT.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Securities
Deposit Products
Government Bonds
Restrictions: Margin Lending and SMSF
Authorised to provide tax financial advice services
Qualifications and Training
2021
Graduate Diploma in Financial Planning
QUT