Financial Adviser · MELBOURNE, VIC

Zain Imam Rizvi

MELBOURNE, VIC

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001269049

Licensee

Shadforth Financial Group Limited

Sydney, NSW (licence address on ASIC register)

View licensee

About Zain Imam Rizvi

Zain Imam Rizvi is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry since 2018. Zain works at Shadforth Financial Group, which is licensed through 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). Zain's 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