Ajit Shinde

Morgans Financial Ltd

Bronze
6 Yrs Experience
Darwin City, NT 0800

Ajit moved to the Northern Territory in 2013 and has since been in love with its culture and the community-living that's unique to the Territory. Ajit started his financial services journey by passing his Chartered Financial Analyst, Level 1 exam in 2012. Ajit was a Senior Auditor with KPMG before joining Morgans in 2017.

Services and specialities

Financial Planning

Fixed Interest and Cash Management

Personal Insurance

Portfolio Administration

Superannuation Advice

Investment Style

Ajit enjoys working closely with his clients to understand what they would like to achieve in terms of their personal and financial goals. He considers wealth creation as well as wealth protection strategies for his clients. He may use quality financial products that suit the client's profile, to help them reach their goals in the best possible manner.

Expertise

  • Superannuation
  • Retirement & Pension
  • Shares & Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

At a glance

  • Adviser status Bronze
  • First year providing advice 2018
  • Years of experience 6
  • Highest qualification
    • Master of Accounting
  • Language spoken
    • English

Morgans Financial Ltd

Level 2, 36 Mitchell St
Darwin City, NT 0800

Licensed by

Morgans Financial Ltd

AFSL 235410