I'm an Experienced Financial Planner with a successful history of providing comprehensive financial planning advice. With over 18 years of expertise in retirement planning, wealth management, risk advice, and aged care, I am well-equipped to guide my clients towards their financial goals.
Building strong relationships with my clients is of utmost importance to me. I prioritize trust, transparency, and open communication. By taking the time to understand my client's goals, aspirations, and concerns, I can deliver tailored financial solutions that align with their objectives.
As a dedicated Financial Planner, my ultimate goal is to empower my clients with the knowledge and strategies they need to achieve financial security. I am committed to guiding them through their financial journeys, providing ongoing support, and adapting their plans as needed to ensure they stay on track.
My Professional Qualifications include.
Master of Business Administration (MBA)
Graduate Diploma in Financial Planning.
Advanced Diploma in Financial Planning (ADFP)
Diploma in Financial Planning (DFP)
Accredited Aged Care Adviser
Expertise
My fees
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 1
- First year providing advice 2006
- Years of experience 18
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Highest qualification
- Master of Business Administration
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Languages spoken
- English
- Hindi
Opulence Wealth Advisory
95B Station StPenrith, NSW 2750
Opening hours
- 8:00am – 6:00pm Monday – Friday
Licensed by
Bluewater Financial Advisors Pty Ltd
AFSL 411846