Simran Dhillon

Abundant Advisory

Platinum
15 Yrs Experience
Sydney, NSW 2000
I have been helping my clients make sense of their finances and make better decisions with their money for many years. After spending much of my career at a major financial institution, I co-founded Abundant Advisory, a boutique financial planning business designed solely for the purpose of helping clients achieve their financial and lifestyle aspirations.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 30
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Bachelor of Commerce (Financial Planning)
  • Language spoken
    • English

Abundant Advisory

Ground Floor, 201 Kent St
Sydney, NSW 2000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Axies Pty. Ltd.

AFSL 339384

4.95
30 Reviews
5
4
3
2
1
4.95
Clear communication
4.95
Knowledge & expertise
4.95
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 30

Sort by

5.00

"Simran helped my partner and I to take stock of our cashflow and budgeting and start planning for the future. He helped us to make more targeted investment decisions and found really good cover to meet our insurance needs. I highly recommend Simran for any financial planning/advisory needs"

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Simran helped me increase my personal insurance cover. He has a thorough understanding of all the products, and the application process was simple and painless. I would trust Simran with all of my financial needs, and would happily recommend his services to friends or family."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"For my partner and I, this has been our first experience engaging with an advisor, so the world of finance is relatively foreign to us. Sim has given us advice in areas including savings and cashflow management, super, insurance and planning to buy our first home. The advice has been not only excellent, but communicated in a timely, clear and accessible manor, ensuring we've felt comfortable at every turn. We're looking forward to our continued relationship with Sim into the future."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Simran helped our family set-up a plan to secure our financial future and reach our goals. We needed assistance to assess our insurance needs, superannuation contributions and funds, create an investment plan to work towards buying a family home, and setting up a Will & Trust for our growing family. He has always provided clarity, balanced advice, and kept the administration moving along and keeping us up-to-date on decisions, considerations and actions we need to take. He is approachable, knowledgeable and has earned our trust."

  • Superannuation
  • Insurance Protection
  • Redundancy
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Simran was amazing. My husband and I had no idea what to do for our retirement and we were totally overwhelmed . Simran clearly explained our options as well as his recommendations. Not at any stage did we feel pressured or unsure of how to proceed - all our questions were clearly answered and we proceeded with complete confidence knowing that our financial future was in safe and extremely confident hands. We look forward to dealing with Simran in the future and highly recommend Simran to anyone who needs financial guidance."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Due to employment changes for myself arising from the Covid pandemic, Cathy and I needed advice and options for our future. Having known through a friend that they were using a financial adviser, we asked for a recommendation and were given Simran Dhillon from Abundant Advice details. After several zoom meetings and then face to face meetings with Sim, we were very comfortable and confident with the formulated plan that Sim had presented. We have recommended our 31 year son and his partner to seek a plan for their future. Sim is a great listener, no judgment and a very positive person. We now have peace of mind in financial matters thanks to Sim."

  • Superannuation
  • Retirement & Pension
  • Redundancy
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Simran has given me excellent strategies in obtaining my goals for retiring. He is always helpful and informative with his advice. I am now confident with my financial future. Simran always makes himself available for any questions that I may have."

  • Superannuation
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Simran, has continued to provided sound financial advice, always making himself available in need."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Simran has been my adviser for 8 years or so, it is a very strong partnership and I 100% trust his advice and follow it. I would thoroughly recommend Simran."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I’ve been working with Simran for a number of years on my financial goals. He is extremely knowledgable, deeply cares about my goals, and provides clear advice. I’ve recommended a number of people to him already, and will continue to do so. He is fantastic."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 30

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Commerce (Financial Planning)

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
2020

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Mentor Education
Completed
2006

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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