Financial Adviser · BENTLEIGH, VIC

Nikitin Lal

22 Years experience
Tax advice
authorised
ASIC Registered · ADV 000328672

Nikitin Lal is a financial adviser based in Bentleigh, Victoria, with 22 years of experience in the financial services industry. Nikitin is currently authorised under Integrity Financial Planners Pty. Ltd.. Nikitin 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 Bachelor of Business Administration from Annamalai University. Nikitin is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1998
Bachelor of Business Administration
Annamalai University
2004
Certificate IV in Business (Frontline Management)
TAFE - Box Hill
2004
Diploma of Financial Services (Financial Planning)
Kaplan Professional (formerly FINSIA)
2008
Advanced Diploma of Financial Planning
Mentor Education
2019
Ethics and Professionalism in Finance Advice
Ethics - Kaplan Professional

Registration History

Jul 2016 - Present Current
Jun 2013 - Mar 2016 Ceased
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.
Aug 2008 - Jul 2016 Ceased
Not authorised to provide personal advice on Standard Margin Lending.

Source: ASIC Financial Advisers Register