Nikitin Lal – Financial Adviser

Adviser identifying number: 328672
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: INTEGRITY FINANCIAL PLANNERS PTY. LTD.
Licence number: 225051
Licensee’s ABN: 71069537855
Licence controlled by:

The date the Financial Adviser commenced the appointment: 25/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INTEGRITY FINANCIAL PLANNERS PTY. LTD.
Authorised Representative identifying number: 225051
Authorised Representative’s ABN: 71069537855

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Advanced Diploma of Financial Planning – Mentor Education / RG146
• Bachelor of Business Administration – Annamalai University
• Certificate IV in Business (Frontline Management) – TAFE – Box Hill
• Diploma in Financial Services (Financial Planning) – Kaplan (formerly Securities Institute Australia)
• Diploma in Financial Services (Financial Planning) – Kaplan Professional (formerly FINSIA)

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Nikitin Lal is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Deposit & Payment Products – Non-Cash Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Superannuation