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 31
  • 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