Financial Adviser · MILTON, QLD

Lavika Kaushik Patel

MILTON, QLD

3 Years experience

Tax advice
authorised

ASIC Registered · ADV 001302622

Currently at

Direct Wealth

Bundall, QLD (firm address)

View firm profile

About Lavika Kaushik Patel

Lavika Kaushik Patel is a financial adviser based in Milton, Queensland, with 3 years of experience in the financial services industry since 2023. Lavika is currently authorised under Alliance Wealth, operating through Direct Wealth. Lavika holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Lavika holds a Graduate Diploma of Business (Financial Planning) from QUT.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

2021

Graduate Diploma of Business (Financial Planning)

QUT

Registration History

Alliance Wealth Pty Ltd

Jul 2026 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.

Kdm Financial And Estate Planning Pty Ltd

Apr 2023 - Jul 2026 Ceased

Margin Lending and SMSF

Source: ASIC Financial Advisers Register