Yanish Geerdharry

Partners Wealth Group

Gold
11 Yrs Experience
Melbourne, VIC 3004
Intro

Expertise

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

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 7
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Postgraduate Diploma of Commerce (Taxation)
  • Language spoken
    • English

Partners Wealth Group

Level 13, 636 St Kilda Rd
Melbourne, VIC 3004

Licensed by

Charter Financial Planning

AFSL 234665

5.00
7 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—7 of 7

Sort by

5.00

"Yanish has been working with us for a number of years through providing advice in a number of areas including budgeting, refinancing home loans, investment property advice, insurance and superannuation. He has always listened to our needs and is very easy to communicate with. He is very genuine in his desire to help us meet our goals and always provides thorough advice and professionalism. I could not recommend Yanish highly enough."

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

"Yanish is one of the most courteous and helpful individuals I have encountered, and strives to ensure that I receive his full care and attention when I have a query which needs to be addressed. He has been looking after my portfolio now for seven years and the advice and recommendations he has given me, has ensured that my financial situation is comfortable now that I am in retirement. Yanish always explains things to me in a clear and comprehensive way and his knowledge and experience, ensures that any recommendations he makes are always in my best interests. I have absolutely no hesitation whatsoever in recommending Yanish if you are looking for a competent and extremely knowledgeable financial adviser."

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

"Yanish has been always available to us when we call for advice, he has helped us work out our transition to retirement and give us very sound advice on how to reach our goals. we would be happy to recommend Yanish to our family and friends."

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

"Yanish has given me advice in areas of budgeting, Cashflow & Income, Insurance & Protection, Property Investment and Refinancing Investment Property Loans. Yanish is very methodical and explains things in a very clear way. Yanish's extensive knowledge, experience and expertise has helped me through make the right decisions in the past few years. Yanish always provides the best service you can expect and is very prompt in responding to any queries I may have. Yanish is very reliable and can be depended upon to get good and sound financial advice. Keep up the good work Yanish!"

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Yanish has given me advice in superannuation, life & income protection insurances & my overall mortgage & investments to help me achieve my financial goals. I feel confident in his advice & knowledge across all these areas. The processes I have undertaken to change products to meet my goals have been easily explained & implemented with ease. I would recommend Yanish as a Financial Advisor for the above reasons & because of his overall service & attention to detail."

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

"Yanish has provided excellent and prompt advice in all aspects of financial advise, In particular he was very focused and compassionate in assisting in all matters financial and administrative after the rather sudden death of my spouse. I seek ongoing advice from Yanish and I feel very confident drawing on his expertise."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Yanish gave us advice on all our supers and SMSF to make sure they are better working for us and that we would have enough in retirement. He explain everything in manner that we were able to understand and as it all made sense I felt very comfortable taking his advice."

  • Superannuation
  • Self Managed SuperFunds
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2013

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2012

Bachelor of Commerce (Accounting and Finance)

Level
7 - Bachelor Degree
Institution
Curtin University
Completed
2009

Postgraduate Diploma of Commerce (Taxation)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Curtin University
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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