Sahil Bhuller

Kdm Financial and Estate Planning Pty Ltd

Silver
6 Yrs Experience
Mount Gravatt East, QLD 4122
Sahil has been with KDM Financial Planning since the start of 2021 as a Senior Financial Adviser. He brings with him almost 10 years of experience from working in boutique firms and one of Australia’s Big 4 Banks. This helped build the foundation of his technical and soft skills. With a synergistic skillset of building long term relationships and an appreciation for due diligence and compliance are symbols of his appreciation from clients. At KDM he is supported by a team of administration and associates to deliver high quality complex advice whilst working alongside accountants and professionals. Sahil has completed his Master of Financial Planning with Kaplan Professionals. His focus is on wealth accumulators, small business owners, high net worth and retirees, with the aim of delivering advice for wealth enjoyment. Sahil has two fur babies and a lovely partner who shares similar passions for financial advice. Outside of work, he enjoys fishing, motorbike riding, golf, and weekend getaways with the family.

Expertise

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 7
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Kdm Financial and Estate Planning Pty Ltd

Suite 11, Level 1, 1420 Logan Rd
Mount Gravatt East, QLD 4122

Opening hours

  • 8:00am – 5:00pm Monday – Wednesday, Friday
  • 8:00pm – 5:00pm Thursday

Licensed by

Kdm Financial And Estate Planning Pty Ltd

AFSL 516642

4.90
7 Reviews
5
4
3
2
1
5.00
Clear communication
4.85
Knowledge & expertise
4.85
Customer care
4.85
Likely to recommend
Showing reviews 1—7 of 7

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5.00

"Sahil has given me advice in areas including superannuation and insurance and investment products. Sahil was always able to explain things to me in a clear way. Through Sahil's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Sahil's full care and attention when I needed it."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Sahil has given me advice regarding transition from an SMSF to and industry super fund.His explanations were comprehensive and precise.I found him to be very confident in his advise given and he always been courteous and prompt."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sahil has given me advice in areas including loan products, superannuation, insurance and managing debt. Sahil was able to explain things to me in a clear way. Through Sahil's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Sahil's full care and attention when I needed it."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sahil gave me the advice I was concerned with - multiple super funds that needed to beH merged, consolidating and managing debt, discussion of life and trauma insurance. As I use Marsh Tincknell for my tax, I felt very comfortable using a company associated with it. Sahil was very easy to speak with and made me feel confident that I had taken the right step in looking at my financial future. He has also been understanding of my busy schedule and when I can get him required details."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Happy with service and information given by Sahil."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sahil assisted with accumulating my superannuation account . The plan is to review my financial status in 12 moths. Sahil is extremely approachable for advice. He is confident and affable in presentation."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'Sahil has given me advice in areas including loan products, self managed super funds and managing debt. Sahil was usually able to explain things to me in a clear way. Through Sahil's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Sahil's full care and attention when I needed it.'"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Budgeting

Qualifications & Training

Tier 1 Securities (Personal Advice)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2018

Commercial Law (TASACLv2)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2021

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2020

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Monarch Institute
Completed
2016

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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