Rajat Baria profile photo

Rajat Baria

Apex Wealth Services

Bronze
1 Yr Experience
Penrith, NSW 2750

Passionate about providing advice around persona investments and insurance advice while considering the related areas of tax advice for complete wealth management.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients.

 Get in touch

At a glance

  • Adviser status Bronze
  • Years of experience 1
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Languages spoken
    • English
    • Hindi

Apex Wealth Services

95B Station St
Penrith, NSW 2750

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Apex Licensing Solutions Pty Ltd

AFSL 557559