Dhiraj Arora

Australia Wide Wealth Services

Gold
13 Yrs Experience
Ravenhall, VIC 3023
Dhiraj has more than 11 year’s experience as a Financial Planner. Dhiraj worked as Financial Planner with ANZ Bank for 11 years and 6 years in various banking roles with Big Banks which include ANZ and Westpac. Dhiraj specialties include Pre and Post Retirement Planning, Investment Advice, and Personal Insurance advice. He is driven to provide the best possible solutions for clients to assist them in meeting their financial planning needs.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 5
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Master of Science
  • Language spoken
    • English

Australia Wide Wealth Services

Suite 7, 18 Katherine Dr
Ravenhall, VIC 3023

Licensed by

The Complete Planner Pty Ltd

AFSL 278161

4.85
5 Reviews
5
4
3
2
1
5.00
Clear communication
4.75
Knowledge & expertise
5.00
Customer care
4.70
Likely to recommend
Showing reviews 1—5 of 5

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5.00

"Dhiraj has provided technical and speciality advice to our family for the last 6-years. His expertise and knowledge of how the market can relate to foreseen events has shown us considerable advantage especially in 2020. I would not hesitate in recommending Dhiraj as his commitment to the end result far outweighs his reasonably priced service. 10/10."

  • Superannuation
  • Insurance Protection
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Dhiraj, has assisted with sorting my supers, given me advice on how to manage, and when to act with my super in a way that I understand. and even sorted all the different super I had accumulated into a manageable fund for me. He is prompt with assistance, answering any questions I have asked over the last 5 years, and I feel I have his undivided attention when explaining any questions. I feel he is very knowledgable in his field."

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

"Dhiraj has been excellent in advising me regarding my financial planning etc . He has helped me thoroughly and explained things in a simple manner . Before I met Dhiraj I was completely lost with my finances . He guided me beautifully and now I feel so relaxed with my future planking’s . I will be Dhiraj’s long term customer and always keep in touch with him for his genuine advice ."

  • Self Managed SuperFunds
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Dhiraj has indepth knowledge of Australian finance and insurance market, ability to structure super investments as per cleits needs and is proseessional to deal with. Simple man with complex knowledge."

  • Superannuation
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Dhiraj explained me the advice in simple words and recommended good strategies for my present situation and long term. Fee for advice was reasonable and product selected was excellent. He took time to understand my overall needs before he provided a plan. He has good knowledge and experience in Financial planning."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Master of Science

Level
9 - Masters Degree
Institution
University of Delhi
Completed
1997

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2011

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2009

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Mentor Education
Completed
2019

Graduate Diploma of Business Management

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Sardar Patel University
Completed
1999

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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