Nikitin Lal
Financial Adviser
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About
Nikitin Lal is an ASIC-registered financial adviser based in Bentleigh, VIC, committed to providing tailored financial solutions to help you achieve your goals. With a solid educational foundation including a Bachelor of Business Administration, a Certificate IV in Business (Frontline Management), a Diploma of Financial Services (Financial Planning), and an Advanced Diploma of Financial Planning, Nikitin brings a wealth of knowledge and experience to every client interaction. Further enhanced by completing Ethics and Professionalism in Finance Advice, Nikitin is a proud member of the Financial Advice Association of Australia (FAAA), demonstrating a commitment to upholding the highest standards of ethical conduct and professional excellence. Nikitin is authorised to provide advice on a range of financial products including superannuation, insurance (Investment Life Insurance and Life Risk Insurance), and Government Debt Securities. This allows Nikitin to offer comprehensive advice tailored to your unique circumstances and financial objectives. Key services include: • Superannuation advice • Insurance solutions • Investment strategies • Risk management • Financial planning Ready to take control of your financial future? Contact Nikitin Lal today to schedule a consultation and discover how personalised financial advice can make a difference in achieving your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Nikitin Lal offer?
Nikitin Lal provides advice on superannuation, insurance (Investment Life Insurance and Life Risk Insurance), and Government Debt Securities. This allows for comprehensive financial planning tailored to your specific needs.
What are Nikitin Lal's qualifications?
Nikitin Lal holds a Bachelor of Business Administration, a Certificate IV in Business (Frontline Management), a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Planning, and has completed Ethics and Professionalism in Finance Advice. He is also a member of the Financial Advice Association of Australia (FAAA).
What can I expect during my first meeting with Nikitin Lal?
During your initial consultation, Nikitin will take the time to understand your current financial situation, your goals, and your risk tolerance. This information will be used to develop a personalized financial plan that aligns with your objectives. Nikitin will explain the process clearly and answer any questions you may have.
How does Nikitin Lal stay up-to-date with changes in the financial industry?
Nikitin is committed to ongoing professional development and regularly participates in training and educational programs to stay informed about the latest industry trends, regulations, and best practices. Being a member of the FAAA also ensures access to resources and updates that keep him at the forefront of financial advice.
What is the process for becoming a client of Nikitin Lal?
The first step is to schedule an initial consultation. During this meeting, Nikitin will assess your needs and determine how he can best assist you. If you decide to proceed, a formal agreement will be established, outlining the scope of services and fees involved.
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