With more than two decades of experience in financial services industry, I have a strong track record in providing tailored financial advice to help client protect, manage and grow their wealth.
Working closely with a team of technical and investment specialist, I create strategies and solutions that are tailored specifically to my clients’ individual goals and objectives. Through these relationships with specialists in various industries, I provide an encompassing experience for time-poor clients.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
At a glance
- Adviser status Platinum
- First year providing advice 2009
- Years of experience 16
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Highest qualification
- Certified Financial Planner Education Program
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Languages spoken
- English
- Hindi
Agate Financial Advisors
level 2, 333 Keilor RdEssendon, VIC 3040
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Alliance Wealth Pty Ltd
AFSL 449221