Maryam Touchai

Wealth Road Financial Planning and Risk Management Solutions Pty Ltd

Bronze
11 Yrs Experience
Chatswood, NSW 2067

I have worked in the financial services field for over 12 years after completing my studies in journalism and international relations, as well as earning all relevant financial certifications for financial planning.

I am dedicated to accompanying my clients on their financial journeys and offering high-quality financial services. My professional purpose for my clients is to financially mentor and guide them towards their desired financial path.

I am a member of the FPA and my company Wealth Road Financial Planning, upholds high standards of compliance and ethics.

Quality and effective financial advice can make the upmost difference for your financial lifestyle.

By exploring your current situation and advising on all the financial options in your best interest, you can feel confident and satisfied with your finance.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • 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 Bronze
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2013
  • Years of experience 11
  • Highest qualification
    • Master of Arts (International Relations)
  • Language spoken
    • English

Wealth Road Financial Planning and Risk Management Solutions Pty Ltd

The Zenith Tower A, Level 20, 821 Pacific Hwy
Chatswood, NSW 2067

Opening hours

  • 9:00am – 8:00pm Monday – Saturday

Meeting methods

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

Licensed by

Interprac Securities

AFSL 246638