Rohit Maheshawari

Accountplan

Gold
17 Yrs Experience
Redcliffe, QLD 4020

As an experienced and qualified financial adviser, I place the client at the center of every action throughout the advice process.

Over the past 17 years, I have been fortunate to see the long-term benefits of financial planning and advice.

I've been helping clients invest, grow, and protect their wealth and provide a professional service within a comfortable environment to ensure that a focus on client priorities and personal/financial goals is created.

I focus on the needs and priorities of clients, whilst working within an evolving financial services industry, and combined with ever changing investment markets, taxation law and retirement legislation, the need for competent and capable advice has never been greater.

From an adviser’s perspective, I find it very rewarding to see clients live happily and confidently, knowing they have appropriate financial structures in place that underpins their lifestyle comfort and sustainability.

Our areas of advice are broad and whether you are a young professional, a young family, approaching retirement, retired, downsizing or need aged care, we can provide tailored advice and move you towards a more secure future.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Tax Strategies
  • Growing Assets

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.96
  • Number of reviews 14
  • First year providing advice 2007
  • Years of experience 17
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Languages spoken
    • English
    • Hindi

Accountplan

58 Klingner Rd
Redcliffe, QLD 4020
9 Orchid Cres
Fitzgibbon, QLD 4018

Opening hours

  • 8:30am – 5:30pm Monday – Friday

Meeting methods

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

Licensed by

RetireInvest

AFSL 238429