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