Data sourced from ASIC Financial Advisers Register
Financial Adviser · MELBOURNE, VIC

Zain Imam Rizvi

8 Years experience
Tax advice
authorised
Currently at
Shadforth Financial Group Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001269049

Zain Imam Rizvi is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry. Zain is currently authorised under Shadforth Financial Group Limited. Zain 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 Accounting/Finance from La Trobe University Australia. Zain 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 Securities Deposit Products

Restrictions: Securities: Advice is limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) including Exchange-Traded Funds (ETFs) only.

Authorised to provide tax financial advice services

Qualifications and Training

2013
Bachelor of Accounting/Finance
La Trobe University Australia
2016
FNS50611 Diploma of Financial Planning
Integrity Education Group Pty Ltd
2017
FNS60415 Advanced Diploma of Financial Planning
Integrity Education Group Pty Ltd
2022
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd

Registration History

Shadforth Financial Group Limited
Nov 2018 - Present Current
Securities: Advice is limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) including Exchange-Traded Funds (ETFs) only.

Source: ASIC Financial Advisers Register