As an experienced and qualified financial adviser, I place the client at the center of every action throughout the advice process.
Over the past 15 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.
Always felt I was given the correct scenario for my needs. From our very first meeting when he was with CBA I was comfortable knowing he puts his clients at ease. Some of us older folk can get lost in the process, not with Rohit, he broke it down for this old head to understand. Rohit was recommended to me for those reasons and the fact he is truly nice, kind gentleman. He is a keeper for your business.
- Adviser status Gold
- Number of reviews 1
- First year providing advice 2007
- Years of experience 16
- Certified Financial Planner (CFP)
Accountplan Financial Planning Pty Ltd58 Klingner Rd
Redcliffe, QLD 4020
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call