Adil Roshanali Valani
Financial Adviser in North Balgowlah, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001005032
- Location
- North Balgowlah NSW 2093
- Licensee
- Ri Advice Group Pty Ltd (AFSL 238429)
- Authorised since
- 20 July 2022
- First provided advice
- 2014
- Qualifications
- Diploma of Financial Planning, Pinnacle Financial Services Academy (2014); Advanced Diploma of Financial Planning, Pinnacle Financial Services Academy (2016); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2020); Self Managed Superannuation Funds, Kaplan Professional Education (2020); Margin Lending, Kaplan Professional Education (2021); Commercial Law, Kaplan Professional Education (2025)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Adil Roshanali Valani
Adil Roshanali Valani is a financial adviser in North Balgowlah, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001005032.
Advice is given under the Australian financial services licence of Ri Advice Group Pty Ltd, licence number 238429. The current authorisation started on 20 July 2022.
The register records 2014 as the year Adil first provided financial advice. The qualifications listed for Adil include Diploma of Financial Planning (Pinnacle Financial Services Academy, 2014), Advanced Diploma of Financial Planning (Pinnacle Financial Services Academy, 2016) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Higher Education, 2019).
Adil is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Adil Roshanali Valani a registered financial adviser?
Yes. Adil Roshanali Valani is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005032.
Which licensee does Adil Roshanali Valani work under?
Ri Advice Group Pty Ltd, Australian financial services licence 238429.
What can Adil Roshanali Valani give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.