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Shivi Malik

Provida Finance Pty Ltd

Gold
16 Yrs Experience
Bella Vista, NSW 2153

Shivi has worked in banking and financial services in many roles since 2002. She is a passionate thinker, strategist, and a visionary. She has successfully managed her Financial Advice and Mortgage business Provida Finance for over 15 years. She is a proud founder of Brighter Minds South pacific, an organisation dedicated to cognitive learning. Shivi brings depth of understanding in areas of finance, marketing, human resources. She believes that education and continual improvement are the centrepiece of every business.

Shivi likes to challenge herself and everyone around her to work with unlimited potential mindset. Besides running a few successful businesses, she loves cooking, dancing, gardening, and yoga. She loves community work and is an active member of a local Rotary club. She likes to help clients, staff, and her community.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Property Investment
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2008
  • Years of experience 16
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Provida Finance Pty Ltd

Unit 8, 4A Meridian Place
Bella Vista, NSW 2153

Opening hours

  • 9:30am – 5:30pm Monday – Friday

Meeting methods

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

Licensed by

Templestone Financial Services Pty Ltd

AFSL 523831