ZAHEER LALANI
Financial Adviser · Blacktown, NSW
📚 Qualifications & Training
2007 - Diploma of Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - FINSIA
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2022 - MLI714 Financial Advice Regulation - Bridging Course - Regulation & Legal Obligations - Deakin Business School
2024 - MAA719 Superannuation and Retirement Planning - Other - Deakin Business School
2024 - MAA745 Financial Planning and Economic Fundamentals - Other - Deakin Business School
2024 - MAI700 Estate Planning and Risk Management Strategies - Other - Deakin Business School
2024 - MAI728 Financial Behaviour & Decision Making - Bridging Course - Behavioural Finance - Deakin Business School
2024 - MLC703 Principles of Income Tax Law - Other - Deakin Business School
2025 - MAA727 Financial Planning Development - Other - Deakin Business School
2025 - MLC707 Business Law - Other - Deakin Business School
ℹ️ 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.