As an associate in Funds Management, I strive to exceed our clients’ expectations by implementing effective investment strategies that optimise their returns. I meet with new and established clients, develop and manage their investments, and keep them informed.
For almost a decade I have been engrossed in the financial markets in my work and studies; before that I worked in retail banking.
I enjoy being part of an integrated team at Lanteri Partners that communicates well and collaborates to benefit our clients.
Tarik is very quick to respond and always knows what to door how to help me with my requests.
Tarik simplifies complex investment matters into an easy to understand dialogue. He has has helped me in developing strategies for my SMSF and broader investment matters. I feel confident in Tarik's ability and appreciate his prompt action on follow up items
Tarik did a lot of work in sorting out my share portfolio into a consolidator account. Had I still kept doing nothing and let things roll along as before under my own steam, the result today would have been disastrous. Instead In these difficult and unpredictable times I have a fairly healthy account. He has always been there to take my calls.
Tarik has given me advice in areas including loan products, self managed super funds and managing debt. Tarik was usually able to explain things to me in a clear way. Through Tarik's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Tarik's full care and attention when I needed it.' Keep up the High Standard of Work and Client Support & Service and thanks for all your ongoing support and assistance. Regards George
I have typically left very impressed after financial meetings with Tarik. His knowledge and finance strategies have been helping me to define my financial goals and the best way to achieve in the long run. Together we changed a few important points on my finance strategy and I saw growth on my portfolio gradually, I was very pleased and I highly recommended Tarik's assistance as a financial adviser for my friends and family members. Such as my best friend had the same experience after a few meetings with him. Thank you so much, Tarik!!!
- Adviser status Bronze
- Number of reviews 5
- First year providing advice 2017
- Years of experience 6
- Diploma of Financial Planning (1-8)
Lanteri Partners Financial Management Pty LtdGround Floor, 1 Collins Street
Melbourne, VIC 3000
Lanteri Partners Financial Management Pty Ltd