Sanjeev Sharma

Lifespan Financial Planning

5.00
2 Reviews
Silver
12 Yrs Experience
Ropes Crossing, NSW 2760

Sanjeev is an experienced adviser specialising in providing advise in the areas of housing loans, building super, retirement strategies, personal risk insurance covers and investments. Sanjeev has a total experience of 14 years in the financial services industry.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2012
  • Years of experience 12
  • Highest qualification
    • Graduate Diploma of Business Studies (Personal Risk Management)
  • Language spoken
    • English

Lifespan Financial Planning

20 Gilroy St
Ropes Crossing, NSW 2760

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Lifespan Financial Planning

AFSL 229892