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.


  • 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


  • 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
Provisional Adviser - Lavika Patel