Chintan Engineer

Diligent Financial Planning Pty Ltd

Platinum
16 Yrs Experience
Blackburn, VIC 3130

I have worked as a Financial Planner since 2008 and in 2015, I established Diligent Financial Planning, a fee for service advisory firm to ensure that the advice delivered to our clients is not linked to or influenced by any financial institution.

In 2022, we transitioned to being a self-licensed practice as it is important that we do not have any conflicts of interest and operate with a higher standard when it comes to our business and relationships.

I hold a Bachelor’s Degree in Psychology, a Diploma and Advanced Diploma in Financial Services and I am an Associate Member of the FPA.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Complex Investments
  • Tax Strategies
  • Wills & Estates

My fees

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

We have an initial 15 minute phone discussion with potential new clients to understand their enquiry at a high level.

We also explain who we are and how we operate, so potential new clients and we can decide whether it is mutually beneficial to set our first meeting i.e. a Discovery Session to understand who they are, what is important to them, how they are tracking towards their objectives and whether we can help.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.88
  • Number of reviews 34
  • First year providing advice 2008
  • Years of experience 16
  • Highest qualification
    • Bachelor of Arts (Psychology)
  • Languages spoken
    • English
    • Hindi

Diligent Financial Planning Pty Ltd

Lower Ground 2, 21 Queen St
Blackburn, VIC 3130

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Diligent Financial Services Pty Ltd

AFSL 535390