Zaheer Lalani
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000427267
- Location
- Sydney NSW 2000
- Licensee
- Interprac Financial Planning Pty Ltd (AFSL 246638)
- Authorised since
- 30 August 2021
- First provided advice
- 2007
- Qualifications
- Diploma of Financial Services (Financial Planning) FNS50804, FINSIA (2007); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2020); MLI714 Financial Advice Regulation, Deakin Business School (2022); MAA719 Superannuation and Retirement Planning, Deakin Business School (2024); MAA745 Financial Planning and Economic Fundamentals, Deakin Business School (2024); MAI700 Estate Planning and Risk Management Strategies, Deakin Business School (2024); MAI728 Financial Behaviour & Decision Making, Deakin Business School (2024); MLC703 Principles of Income Tax Law, Deakin Business School (2024); MAA727 Financial Planning Development, Deakin Business School (2025); MLC707 Business Law, Deakin Business School (2025)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Zaheer Lalani
Zaheer Lalani is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000427267.
The licensee Zaheer advises under is Interprac Financial Planning Pty Ltd (AFS licence 246638). The current authorisation started on 30 August 2021.
The register records 2007 as the year Zaheer first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) FNS50804 (FINSIA, 2007), FPC002B Ethics and Professionalism in Financial Advice (Kaplan Higher Education Pty Limited, 2020) and MLI714 Financial Advice Regulation (Deakin Business School, 2022).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Zaheer Lalani a registered financial adviser?
Yes. Zaheer Lalani is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000427267.
Which licensee does Zaheer Lalani work under?
Interprac Financial Planning Pty Ltd, Australian financial services licence 246638.
What can Zaheer Lalani give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.