Hardik Sheth profile photo

Hardik Sheth

Antea Financial Services

Bronze
8 Yrs Experience
East Brisbane, QLD 4169

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.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets

My fees

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

Initial Financial Advice Fee (incl. GST) - $4,000 to $6,500

Ongoing Service Fee (incl. GST) - up to $5,000 per annum (calculated as per service program)

At a glance

  • Adviser status Bronze
  • First year providing advice 2017
  • Years of experience 8
  • Highest qualification
    • Master of Financial Management (Professional)
  • Languages spoken
    • English
    • Hindi

Antea Financial Services

Suite 153, 42 Manilla St
East Brisbane, QLD 4169
Level 2, 14 Edgewater Ct
Robina, QLD 4226

Opening hours

  • 8:00am – 6:00pm Monday – Friday
  • 8:00am – 1:00pm Saturday

Meeting methods

  • In person
    In person
  • Video call
    Video call

Licensed by

Interprac Financial Planning Pty Ltd

AFSL 246638