Financial Adviser · LUTWYCHE, QLD

Lavika Patel

LUTWYCHE, QLD

3 Years experience

Tax advice
authorised

ASIC Registered · ADV 001302622

Currently at

Kdm Financial And Estate Planning

Lutwyche, QLD (firm address)

View firm profile

Lavika Patel is a financial adviser based in Lutwyche, Queensland, with 3 years of experience in the financial services industry since 2023. Lavika is currently authorised under Kdm Financial And Estate Planning. Lavika holds authorisations to advise on superannuation, life insurance, life insurance investments and securities, as well as tax financial advice services (TFAS). Lavika holds a Graduate Diploma in Financial Planning from QUT.

Authorised to Advise On

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

Restrictions: Margin Lending and SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2021

Graduate Diploma in Financial Planning

QUT

Registration History

Kdm Financial And Estate Planning Pty Ltd

Apr 2023 - Present Current

Margin Lending and SMSF

Source: ASIC Financial Advisers Register