Shitij Mann

Sydney West Financial Services Pty Ltd

5.00
2 Reviews
Platinum
15 Yrs Experience
Bella Vista, NSW 2153

I have been working in finance industry for over 20 years both overseas and in Australia. I have worked as a banker in one of the top four banks, mortgage manager in a financial planning entity and then starting my own financial planning business.

I formed Sydney West Financial Services in 2008 with an objective of providing holistic financial advice starting from cash flow management, debt management, risk management, savings for future and planning retirement.

My motivation to work is to build relations on the back of my work with clients and see them achieving their life goals.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2008
  • Years of experience 15
  • Highest qualification
    • Master of Business Administration
  • Languages spoken
    • English
    • Hindi
    • Punjabi

Sydney West Financial Services Pty Ltd

Building B, Office 119, 20 Lexington Drive
Bella Vista, NSW 2153

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706