Lavika Patel
Financial Adviser
Lavika’s extensive background in client-facing roles has enhanced her passion for both problem-solving and exceptional customer service. Her interest in personal wealth management inspired her to pursue a career in the financial planning industry where she can assist individuals to achieve their financial goals and objectives. Lavika’s passion has now become a professional calling, and she is eager to use her expertise to make a positive impact on the financial well-being of others.
Experience
- Financial Adviser at KDM Financial & Estate Planning, 2023 – Current
- Provisional Adviser at KDM Financial & Estate Planning, 2022 – 2023
- Associate Adviser at KDM Financial & Estate Planning, 2021 – 2021
- Master Data & Administration at ACFS Port Logistics, 2018 – 2021
- Customer Service Operator at ACFS Port Logistics, 2016 – 2018
Qualifications
- Graduate Diploma of Financial Planning & Services at Queensland University of Technology (QUT)
- Masters of International Business at Griffith University
- Bachelors of Business Administration & Management at Griffith University
