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.
My wife and I have known Shitij Mann from Sydney Western Financial Services for 15 years. During this time on the many occasions, we have needed specific financial guidance to deal with the present financial situation and with future targets in mind. Shitij has always given us good advice in a very approachable, professional, and knowledgeable manner. Shitij has been able to put strategies in place to address our current financial position to maximise wealth with the ability to put strategies directed to deal with future goals and our interests in mind. Shitij is up to date with Tax implications, Centrelink requirements and guidelines and Investment options. This was evident when my wife and I had a transition from a full-time working environment to retirement. Shitij’s advice resulted to a smooth and seamless transition. Shitij has offered the same professionalism relating to financial advice and structures to several of my family members who also continue to call upon Shitij for financial guidance.
We have been Shitij's clients for so many years now and are quite happy with the advice and guidance he continues to give us. We feel that he connect with us at personal level.
- Adviser status Platinum
- Number of reviews 2
- First year providing advice 2008
- Years of experience 15
- Master of Business Administration
Sydney West Financial Services Pty LtdBuilding B, Office 119, 20 Lexington Drive
Bella Vista, NSW 2153
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Amp Financial Planning Pty Ltd