Raj started his journey in the financial service industry in 2010. As a Financial Adviser Raj enjoys working with clients of all ages, from young accumulators through to retirees, including families and business owners. With over 10 years of experience Raj has the passion, knowledge, and interpersonal skills to understand his client’s goals, then position them to best achieve those goals – whether they be financial or personal.
Raj appreciates the importance of having a close trusted relationship with his clients and understands that no two clients are the same. His commitment is to provide high-level customer experiences by matching his client’s needs with advice and strategic plans to help reach their goals. Raj says, “being able to connect with your clients and understand their needs and financial situation is much more than just understandings their numbers”.
Expertise
My fees
Financial planning is not about fees its about adding value and exploring opportunities which will benefit individuals. Fees are based on number of factors however, I offer a free initial consultation for potential new clients
Recent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 27
- First year providing advice 2017
- Years of experience 7
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Findex Advice Services Pty Ltd
Level 42, 600 Bourke StMelbourne, VIC 3000
![Findex Advice Services Pty Ltd logo](https://resources.adviserratings.com.au/practices/findex-advice-services-pty-ltd-18002938.png)
Meeting methods
- In person
- Phone
- Video call
Licensed by
Findex Advice Services Pty Ltd
AFSL 243253
![Findex Advice Services Pty Ltd logo](https://resources.adviserratings.com.au/licensees/findex-advice-services-pty-ltd-243253.png)