Meher Chatterjee

Findex Advice Services Pty Ltd

14 Yrs Experience
Sydney, NSW 2000

I enjoy meeting with people, helping them and providing them with guidance and direction in their financial life. I am very passionate about what I do and it gives me immense satisfaction helping people and seeing the “smile on their face.”

As a wife and mother I understand that life moves at a fast pace and that time flies very fast. I assist my clients to pause and think about what is important to them and then try and simplify their financial needs giving them a pleasant experience and providing solutions which give them peace of mind and betterment in their financial lives.

I offer a unique understanding of people. My clients benefit from my years of experience and natural ability to make them feel comfortable. Committed and renowned for my strong work ethic and integrity. I have built an impressive loyal client base and I am recognised for my performance in service and delivery.

I am a Financial Planner with 13 years of experience providing clients with ongoing optimal assistance with wealth creation advice,retirement planning, investment advice and overall support managing their finances.

Specialties: Wealth accumulators, Pre retirees and retirees.

Findex is one of Australasia’s leading providers of integrated financial advisory and accounting services. It offers financial planning, lending, risk and tax advice. Findex is passionate about ensuring clients are provided access to the very best expertise they need, and robust financial solutions that will ultimately see them through their life’s journey.


  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Growing Assets

My fees

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

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2010
  • Years of experience 14
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Languages spoken
    • English
    • Hindi

Findex Advice Services Pty Ltd

Level 24, 1 O'Connell St
Sydney, NSW 2000

Meeting methods

  • In person
    In person
  • Phone
  • Video call
    Video call

Licensed by

Financial Index Australia Pty Ltd

AFSL 240559

Findex Advice Services Pty Ltd

AFSL 243253