With a background in accounting and experience at the Australian Tax Office, Ashish pursued his career as a Financial Adviser in 2017, completing his Master of Financial Planning degree in 2019.
A highly driven professional, Ashish is focused on helping clients achieve their financial objectives through goal-focused strategies. His areas of expertise include tax planning, investment portfolio construction, insurance, superannuation, retirement planning, Centrelink, and legacy planning.
Ashish’s clients include high-net-worth individuals, young professionals, business owners, and retirees. His services range from providing factual information and one-off advice to ongoing support, with an initial consultation offered at no cost.
Outside of work, Ashish enjoys hiking, playing soccer, and spending time with family and friends.
Financial Advice Association of Australia (FAAA)
Your adviser is based at our Sydney office
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