Anish Agarwal

Northstar Wealth Management

Silver
7 Yrs Experience
Sydney, NSW 2000
I am looking to help clients make the smart decisions and help them achieve financial well-being. In a world which is full of complex and confusing investment/protection and planning options. I promise to provide a simple and easy to understand explanation of concepts that will be important for you.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Northstar Wealth Management

1 Farrer Pl
Sydney, NSW 2000

Opening hours

  • 9:00am – 1:00pm Saturday
  • 9:00am – 5:00pm Monday – Friday

Licensed by

Axies Pty. Ltd.

AFSL 339384

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

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5.00

"Anish has helped me previously when I was buying a house and I feel confident working with him he takes his time to explain things and always avail himself when needed very patient good service provider"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Complex Investments
  • Expat Finance
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Anish has given us peace of mind as we are heading into retirement. Anish explains everything thoroughly and goes above and beyond to find the right product to suit us. He is only a phone call away if we need a question answered. Anish is an excellent adviser and we are so happy to have him. Neville and Narelle Postcode 4455"

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Complex Investments
  • Expat Finance
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Mumbai (prev University of Bombay)
Completed
2008

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2015

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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