Jeevan Kaur

Cedar Wealth Money Managers

Silver
2 Yrs Experience
Joondalup, WA 6027

With over 9 years of experience within the financial industry, I am committed to develop strong and lasting relationships with my clients. I believe in providing high-quality, personalised financial advice which is in the best interests of clients and help achieve their personal and financial goals.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 5
  • Years of experience 2
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Cedar Wealth Money Managers

Unit 1, 89 Winton Rd
Joondalup, WA 6027

Opening hours

  • 8:30am – 4:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Sentry Advice Pty Ltd

AFSL 227748