AADIL ABBAS LAKDAWALLA

Financial Adviser ยท Crows Nest, NSW

Registered

Registration Number

001300922

Registration Status

Registered

Location

Crows Nest, NSW 2065

Providing Advice Since

2023

Registration Date

09/12/2022

Financial Services Licensee

PGW FINANCIAL SERVICES PTY LTD

Licence #000384713

๐Ÿ“š Qualifications & Training

2004 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute of Australia
2005 - Master of Business Administration - Masters Degree (AQF 9) - University of New South Wales
2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

๐Ÿข Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)

โ„น๏ธ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.