Ravi Sharma

Right Horizons Wealth Planners

8 Yrs Experience
Croydon, VIC 3136

Ravi has over 30 years of professional work experience. He

has worked for reputable multi nationals at senior levels and

has specialized in managing joint ventures and new business

launches.These companies include Sun Life Financial Canada, Sun Life Hong Kong and in a joint venture for Sun Life, Hanoi Vietnam

as CEO.

During his time at Sun Life, he was part of the Investment

Committee in Mutual Funds and Life Insurance (Funds under

management US $ 25 billion).

Prior to joining Sun Life, he has worked for multi nationals

like Aditya Birla Group, Panasonic, Sanyo and Hawkins.

Ravi has delivered guest lectures at renowned business

schools in India and at Industry Forums. Bringing his teaching

skills to fore, he likes to educate his clients in jargon free

language and bring about their knowledge.

As a Financial Advisor for over 15 years, Ravi helps clients

build their wealth and risk management. He enjoys providing

strategic advices to small and medium enterprises.

Ravi is a seasoned traveler and has visited over 40 countries,

servicing his clients. He is a keen contributor to society and

actively works for the underprivileged and support

organisations like Friends of the Children Foundation and

cultural groups in Melbourne and MASUM (An organisation

that adopted many villages in Maharashtra, India towards

women empowerment and work for the upliftment of


Ravi is a Commerce graduate and a post graduate in

Management. He has a Diploma of Financial Planning,

Advanced Diploma in Financial Planning and a Diploma of

Financial Services.


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

My fees

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.88
  • Number of reviews 4
  • First year providing advice 2016
  • Years of experience 8
  • Highest qualification
    • Postgraduate Programme in Management Studies
  • Language spoken
    • English

Right Horizons Wealth Planners

Suite 4, 174 Main St
Croydon, VIC 3136

Opening hours

  • 9:00am – 5:00pm Monday – Saturday

Licensed by

Interprac Securities

AFSL 246638