Zaheer Lalani

Principal Advisor

Location:
Sydney, NSW

Contact details:
zaheer@sovereignadvisors.com.au

Education

  • Diploma Financial Services
  • Advanced Diploma Financial Planning
  • Masters Financial Planning (expected completion 2025)

Areas of specialisation

  • Private Client / Family Office
  • Intergenerational Advice
  • Business Succession
  • Estate Planning and Philanthropic Wishes

Professional Memberships

  • Financial Advice Association Australia (FAAA)
  • Registration with the Tax Practitioners Board (TPB)

About

With over 20 years in financial services with groups including Colonial First State, Macquarie Bank, and Yellow Brick Road, Zaheer is a passionate advocate for supporting his clients through various stages of their personal and professional lives. Zaheer has the ability to meet, identify, appraise, and reassure clients about their private financial affairs. He combines insight, experience, common sense, and gentle authority to provide clear direction, avoid pitfalls, and plan for eventualities.

Zaheer’s particular focus is on providing clear and actionable advice to his clients, which include single-family offices, entrepreneurs, inheritors of wealth, executives, philanthropists, and sporting and entertainment identities.

He is a member of the Financial Advisers Association of Australia (FAAA), a registered tax financial advisor

Zaheer is a trusted adviser available to guide and support his clients throughout their financial journey.