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Kanhai Desai

Agate Financial Advisors

Platinum
16 Yrs Experience
Essendon, VIC 3040

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

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
  • Highest qualification
    • Certified Financial Planner Education Program
  • Languages spoken
    • English
    • Hindi

Agate Financial Advisors

level 2, 333 Keilor Rd
Essendon, VIC 3040

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221