Hardik Sheth

I am an experienced financial adviser with over eight years in the financial services sector. I obtained my Masters in Financial Management degree from Bond University which focused on building a strong analytical foundation and I gained in-depth knowledge of investment principles in equity markets.

I commenced my career in Financial Planning in 2016 and attained Authorised Representative status in July 2017. I have since worked with over 250 clients to deliver tailored strategic advice to individuals, families, and business owners across a broad spectrum of financial needs. My area of expertise includes investment portfolio construction, retirement planning, personal insurance strategies, and tax-effective financial advice.

I am known to bring a calm and insightful approach, backed by years of hands-on experience. I believe I possess expert technical knowledge around superannuation and retirement planning which enables me to provide clients with clear, actionable strategies aligned to their long-term objectives. I am committed to delivering high quality advice that simplifies complex financial matters and supports confident, informed decision making for long-term financial success.

Please reach out to me by email or phone 0406 068 153.