Rohit Maheshawari

Bountiful Wealth

Platinum
18 Yrs Experience
North Lakes, QLD 4509

I’ve been a dedicated financial planner since 2007, with my career in financial services beginning in 2003. I built my foundation in retail banking before transitioning into financial planning, gaining extensive experience with top-tier organisations such as Westpac, Suncorp, and Commonwealth Financial Planning.

In 2019, I became a Certified Financial Planning Practitioner.

My passion is helping clients at every stage of life—whether you're just starting out, building wealth, nearing retirement, or enjoying retirement. I believe in building strong, trusting relationships to help you make better financial decisions and achieve the best possible results.

Known for simplifying complex financial concepts, I specialise in Aged Care, Gearing, Margin Lending, SMSFs, and Direct Shares.

I’m committed to helping you build your wealth and achieve financial success.

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.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.89
  • Number of reviews 26
  • First year providing advice 2007
  • Years of experience 18
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Languages spoken
    • English
    • Hindi

Bountiful Wealth

12c, 2-4 Flinders Parade
North Lakes, QLD 4509
13 Yamba Cl
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