Financial Adviser · UNLEY, SA

Yash Uday Lalit

UNLEY, SA

Tax advice
authorised

ASIC Registered · ADV 001322381

Currently at

Ri Advice Group

Sydney, NSW (firm address)

View firm profile

About Yash Uday Lalit

Yash Uday Lalit is a financial adviser based in Unley, South Australia. Yash is currently authorised under Ri Advice Group. Yash holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Yash's qualifications include a Master of Finance (Financial Planning) from University of South Australia.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products

Restrictions: Superannuation: Not authorised to provide SMSF advice

Authorised to provide tax financial advice services

Qualifications and Training

2024

Master of Finance (Financial Planning)

University of South Australia

2024

SMSF Regulations and Taxation

Kaplan Education Pty Ltd

Registration History

Ri Advice Group Pty Ltd

Jul 2026 - Present Current

Superannuation: Not authorised to provide SMSF advice

Source: ASIC Financial Advisers Register