Our Team

Yashar Maghrebi
Partner, Private Client Adviser

With over 8 years of experience in the financial services industry, Yashar is dedicated to helping clients achieve their financial goals through personalised planning and strategic investment management.

His approach is rooted in understanding each client's unique circumstances and aspirations, enabling him to provide tailored advice that aligns with their individual needs.

Yashar’s expertise includes retirement planning, wealth management, tax strategy, and personal insurance. He stays up to date with industry trends to ensure his clients receive the best possible guidance.

As a husband and a father of a young child, Yashar understands the importance of protecting his family’s future and invests in his personal development to maintain a well-rounded perspective in his professional practice. He is also committed to supporting his community and regularly participates in volunteer work or community involvement.

Accreditations
  • Master of Commerce (Property Investment and Development)
  • Graduate Diploma of Financial Planning
  • Bachelor of Science (Information Technology)
  • Diploma of Financial Planning
  • Accredited Behavioural Finance Professionalâ„ , ABFP® designation
  • Chartered Retirement Planning Counselorâ„ , CRPC® designation
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Your adviser is based at our Sydney office