Financial Adviser
· BENTLEIGH, VIC
Nikitin Lal
No disciplinary history on record with ASIC
BENTLEIGH,
VIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000328672
About Nikitin Lal
Nikitin Lal is a financial adviser based in Bentleigh, Victoria, with 22 years of experience in the financial services industry since 2004. Nikitin is currently authorised under Integrity Financial Planners. Nikitin holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Nikitin's 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
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.
Not authorised to provide personal advice on Standard Margin Lending.
Source: ASIC Financial Advisers Register