I have 26 years' experience in providing financial planning advice to my clients. Have worked for Commonwealth Bank for 22 years.
I am a Certified Financial Planner and member of the Financial Planning Association of Australia. I am also registered with the Tax Practitioners Board.
I hold a Bachelor of Commerce Degree from Latrobe University, hold Diploma 0f Financial Planning & Certified Financial Planning degree from Financial Planning Association of Australia.
My areas of advice expertise includes:
1) Retirement Planning.
2) Superannuation.
3) Self Managed Superannuation Funds.
4) Aged Care Advice.
5) Age Pension Advice.
I believe in client's values and help them to achieve financial freedom for life. I believe in providing a full Holistic advice and helping clients to achieve their goals and objectives.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchThe First Appointment is complimentary and it helps me to understand the client's goals and objectives and how potentially i can help them to achieve their goals & objectives.
At a glance
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Adviser status
Gold
- First year providing advice 2003
- Years of experience 23
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Highest qualification
- Certified Financial Planner (CFP)
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Languages spoken
- English
- Hindi
Iconic Financial
Suite 8, 79 High StKew, VIC 3101
Opening hours
- 8:30am – 6:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Count Financial Limited
AFSL 227232