Azim Pir

Ascend Financial Group

Bronze
8 Yrs Experience
Docklands, VIC 3008

Since 2011, I have immersed myself in various facets of financial planning, beginning my journey in compliance. In those early years, my role involved meticulous auditing of client files, ensuring that financial advisers adhered to the highest standards, and conducting comprehensive reviews and surveys for our valued clients.

My passion for crafting tailored financial solutions led me to transition into paraplanning. Here, I honed my skills in articulating complex financial strategies into clear and concise Statements of Advice. Collaborating closely with advisers, I ensured that each client received a customized financial plan aligned with their unique needs and aspirations.

In 2016, I took the pivotal step of becoming a financial adviser, putting my knowledge and experience directly into practice. This transition allowed me to forge meaningful relationships with clients and guide them towards achieving their financial goals. Recognizing the importance of effective leadership, I subsequently assumed the role of Financial Adviser Manager, overseeing a dynamic team of 10 advisers.

In September 2022, fueled by a passion for providing unparalleled financial guidance, I embarked on the journey to establish my independent financial planning practice. This venture was driven by a commitment to empowering clients with financial clarity, security, and a pathway to prosperity.

At Ascend Financial Group, our mission is to offer more than just financial advice – we aim to be your trusted partner on your financial journey. With a client-centric approach, we strive to understand your unique circumstances, aspirations, and challenges. Our services encompass a comprehensive range of financial planning solutions, from investment strategies and retirement planning to risk management and estate planning.

What sets us apart is not just our extensive industry experience but also our unwavering dedication to transparency, integrity, and personalized service. As a client-focused financial planner, I am committed to navigating the complexities of the financial landscape on your behalf, ensuring that you make informed decisions that align with your financial goals.

Expertise

  • Superannuation
  • Insurance Protection

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 2016
  • Years of experience 8
  • Highest qualification
    • Diploma of Financial Planning (DFP 2)
  • Language spoken
    • English

Ascend Financial Group

727 Collins St
Docklands, VIC 3008

Meeting methods

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

Licensed by

Interprac Securities

AFSL 246638