Financial Adviser · MAROUBRA, NSW

Aadil Abbas Lakdawalla

MAROUBRA, NSW

3 Years experience

Tax advice
authorised

ASIC Registered · ADV 001300922

Currently at

Ri Advice Group

Sydney, NSW (firm address)

View firm profile

About Aadil Abbas Lakdawalla

Aadil Abbas Lakdawalla is a financial adviser based in Maroubra, New South Wales, with 3 years of experience in the financial services industry since 2023. Aadil is currently authorised under Ri Advice Group. Aadil holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Aadil's qualifications include a Master of Business Administration from University of New South Wales. Aadil is a member of Chartered Accountants Australia and New Zealand (CA ANZ).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Margin Lending

Restrictions: Securities: advice is limited to approved model portfolios only.

Authorised to provide tax financial advice services

Qualifications and Training

2004

Graduate Diploma of Financial Planning

Securities Institute of Australia

2005

Master of Business Administration

University of New South Wales

2021

Accredited Aged Care Professional

Aged Care Steps

2022

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

2026

Commercial Law

Kaplan Professional Education

2026

Tax for Financial Advising

Kaplan Professional Education

Registration History

Ri Advice Group Pty Ltd

Jul 2026 - Present Current

Securities: advice is limited to approved model portfolios only.

Pgw Financial Services Pty Ltd

Dec 2022 - Jul 2026 Ceased

Source: ASIC Financial Advisers Register