Chintan Engineer
Diligent Financial Planning Pty Ltd
I have worked as a Financial Planner since 2008 and in 2015, I established Diligent Financial Planning, a fee for service advisory firm to ensure that the advice delivered to our clients is not linked to or influenced by any financial institution.
In 2022, we transitioned to being a self-licensed practice as it is important that we do not have any conflicts of interest and operate with a higher standard when it comes to our business and relationships.
I hold a Bachelor’s Degree in Psychology, a Diploma and Advanced Diploma in Financial Services and I am an Associate Member of the FPA.
Expertise
My fees
We have an initial 15 minute phone discussion with potential new clients to understand their enquiry at a high level.
We also explain who we are and how we operate, so potential new clients and we can decide whether it is mutually beneficial to set our first meeting i.e. a Discovery Session to understand who they are, what is important to them, how they are tracking towards their objectives and whether we can help.
Recent reviews
At a glance
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Adviser status
Platinum
- Rating
- Number of reviews 26
- First year providing advice 2008
- Years of experience 16
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Highest qualification
- Bachelor of Arts (Psychology)
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Languages spoken
- English
- Hindi
Diligent Financial Planning Pty Ltd
Lower Ground 2, 21 Queen StBlackburn, VIC 3130
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
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In person
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Phone
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Video call
Licensed by
Diligent Financial Services Pty Ltd
AFSL 535390