As everyone’s financial and life situation is unique, I keep that in mind when providing financial advice. I consider that providing a personalised service in the financial advice process is essential.
I started my journey as a Financial Advisor in 2010 with an innate desire to make a difference in my client’s life by helping them achieve their financial goals and protect their lifestyle. My previous experience of working in retail banking and customer services laid an ideal foundation to my current role.
I understand that your needs may change in different stages of life: perhaps you might be planning to purchase your first home, finance a child’s education, planning a holiday or maybe even planning for your retirement.
I consider it a great privilege to be recognised by my colleagues in industry and clients alike as an advisor who is “thoughtful, loyal, compassionate and always putting his client’s interest first”.
I completed my Diploma Financial Services (Financial Planning) in 2010 after completing my Graduate Diploma in Business Studies in 2008. I am also a Fellow of ANZIIF (Australia & New Zealand Institute of Insurance & Finance) with specialist skills in the life risk area. I get a great satisfaction by seeing happy and financially protected families having a clear financial road map to take them where they want to be in their lives.
There is nothing more rewarding in my job than ending up my day with a feeling that I was able to help someone, making a significant difference to their lives and seeing my clients come back thanking me and putting their trust in me by referring their friends and family to be helped with their finances.
Speak with Sanjeev to discuss your
- Tel: 0414 259 643
- Location: 0414 259 643
- Email: firstname.lastname@example.org