Aadil Abbas Lakdawalla

Own Financial Planning

2 Yrs Experience
Crows Nest, NSW 2065

I focus on working with time-poor corporate professionals (individuals and couples) who are seeking clarity and confidence around their personal finances to help them achieve desired lifestyle outcomes such as working part-time, early retirement, starting their own business, buying their dream home with low debt, investing for their kids amongst others. Prior to becoming a Financial Planner, I had successful career in management consulting/ corporate for nearly 20 years. Over that period, I devised a goals-based financial planning approach to my own personal finances which allowed me to design a lifestyle and career aligned to my interests and passion. I now use the learning from my own personal journey to help clients design their best life using a goals-based methodology. In addition to having qualifications in Financial Planning, I am also a qualified Chartered Accountant (ANZ) and received my Masters of Business Administration (MBA) from The Australian Graduate School of Management (AGSM) at UNSW, Sydney.


  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Upfront fee + monthly fee for a minimum 12 month period

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 5
  • Years of experience 2
  • Highest qualification
    • Master of Business Administration
  • Languages spoken
    • English
    • Hindi

Own Financial Planning

119 Willoughby Rd
Crows Nest, NSW 2065

Licensed by

PGW Financial Services Pty Ltd

AFSL 384713