Sarit Shah

Enlighten Financial Services Pty Ltd

Gold
16 Yrs Experience
Joondalup, WA 6027
Sarit has been a director at Enlighten Financial Services since 2009 and has been working as a Financial Advisor since 2005. He is passionate about making a positive difference is peoples financial situation by providing appropriate advice based on their situation. He holds a Master of Financial Planning Degree and a Gradulate Diploma of Financial Planning.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Our fees for the research, statement of advice and implementation will be dependent on the complexity of the advice. Our fees start from $2501 inc GST

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.75
  • Number of reviews 51
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Enlighten Financial Services Pty Ltd

Level 10, Hampton House, 3 Hampton Court
Joondalup, WA 6027

Opening hours

  • 8:00am – 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

4.75
51 Reviews
5
4
3
2
1
4.80
Clear communication
4.55
Knowledge & expertise
4.95
Customer care
4.75
Likely to recommend
Showing reviews 1—10 of 51

Sort by

4.50

"Sarit accepted us as new clients and is now managing super fund portfolio. We are happy with his recommendations and changes that were suggested. All discussions we had with Sarit were followed up promptly and advised how to complete. We are very happy with Sarit's service as new clients."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sarit and his staff always willing, reliable and happy to help - we enjoy our visits and have confidence in him at all times - Thank You - Tim -"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"At all times Sarit was informative regarding my husband and I transfering our super ftom AMP to an Industry Fund. I have every confidence in his endeavours"

  • Retirement & Pension
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Sarit has given me advice on how & what to do, in regards to transitioning, from super to pension scheme for retirement. I generally found his advice, easy to understand, & also found him to be very helpful, in my dealings with him."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Sarit was very professional, engaging and committed to helping us meet our financial needs by FYE deadlines. I’d highly recommend, Sarit to anyone who’s needing business and superannuation advice."

  • Superannuation
  • Complex Investments
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Awesome guy and very knowledgeable in financial advice services"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"sarit was always easy to get on with and always professional in his demeaner."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sarit has been my financial adviser for a long time now, he always has the information needed to make the right choice. Sarit always makes time to see me and I never feel rushed, he makes sure I fully understand everything before I leave. I wouldn't hesitate to recommend Sarit."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Sarit has given my husband and I advice regarding our superannuation and retirement. We were very impressed with his experience and knowledge and how he goes about to explain things so we could understand them. We hope to have a long relationship with Sarit and would recommend him as an adviser"

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Amazing service and guidance! Thank you, Sarit"

  • Superannuation
  • Insurance Protection
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 51

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2020

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2020

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2008

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2006

Professional Memberships

Financial Brokers Association of Australia (FBAA)

Membership type
Member
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