Our advisors

Amit brings strong outcome-based and thought leadership focus with over 22+ years of experience working with start-ups and large global corporates. He has strong consulting skills, technical/engineering capabilities and corporate/ commercial business acumen. While being customer-focused and being proactive, he has an eye for details, identifies opportunities and manages risk to deliver outcomes.

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Amit Raj Singh DFP + SMSF

NSW 0419 509 809 amitsraj@hotmail.com

Amit raj is focused to make available financial counsel in the area of financial planning. He has enough expertise to advise clients with DFP certification and membership. He involves the client in the planning process from the beginning, so together they can build a long-term commitment to achieve the client’s lifestyle of choice.

AMIT SHARMA DFP, Diploma in Finance & Mortgage, Cert IV Financial Services, Dip.IT

VIC 0408 005 273 amit@investorsmortgage.com.au ruwan@imfp.com.au https://www.investorsmortgage.com.au/

AMIT SHARMA DFP, Diploma in Finance & Mortgage, Cert IV Financial Services, Dip.IT VIC 0408 005 273 amit@investorsmortgage.com.au ruwan@imfp.com.au https://www.investorsmortgage.com.au/ Amit was a lifelong student of finance and investing. With over 15 years’ experience in the Finance and Mortgage Industry. He has developed a repo with both clients and lenders as a provider of quality service. Also, he is committed to providing unbiased advice and prudent strategies for investing as per the clients’ unique needs. He was been named in the Top-Ranking Brokers and also have been nominated for Choice Aggregation Excellence Awards.

ANKIT K KAMDAR DFP,CPA, Master of Accounting & Financial Management, B.Com

VIC 0430 106 073 advice@taxpurpose.com.au info@taxpurpose.com.au https://www.taxpurpose.com.au/

Ankit is a certified CPA with more than 6 years of experience in the provision of Accounting & Taxation Services. He has always been involved in practices as an Accountant allowing to get broad accounting experience with all types of business. He provides service such as Tax Returns Preparation, BAS Preparation, Bookkeeping Services, Leaving Australia Superannuation claims, Business registrations, helping you in obtaining a mortgage and financial accounts preparation.

ANKUR DHIR DFP,CPA, Master of Accounting & Financial Management, B.Com

VIC  0433 685 566 ankur@investorsmortgage.com.au https://www.investorsmortgage.com.au/

Ankur provides the best finance solutions. He has accreditation wit 30 lenders and offers best solutions from lending panels. He provides wholly guide the clients through the home buying process and help you to achieve your goals and objectives. Also, he offers free advice to clients for Wealth Creation or a portfolio of investments. He is expertise in providing lending solutions for refinacne, first home buyer and home loan pre approvals.

Anshul has been qualified with CA, FCCA, DFP and BSc. He possesses sixteen years of diverse work experience gained by working in countries like the UK, Ireland, and Australia. He has specialized in Individual Wealth Management. His goal is to make taxation clear, simple, and easy for Australians.

ANSHUMAN VINODRAI LUKKA Diploma in Finance Broking Chartered Accountant / Diploma in Financial Planning / Lean Six Sigma - Black Belt

NSW 046 89 123 86 anshu.lukka@zedplusaccountingandfinance.com.au https://www.zedplusaccountingandfinance.com.au/contact/

Anshuman is a managing director at ZedPlus Accounting and Finance Pty Ltd. He has over 15 years of combined experience in accounting and financial services industry. He loves educating borrowers to take control of their financial situations. He aims to provide a comprehensive solution to clients’ financial requirements. Also, he provides personalised mentoring that suits each mentee’s requirements.

Ashish is a very proficient tax accountant who can manage very complicated matters efficiently with great outcomes. He has a small public accounting practice with a combined experience of more than 10 years.

ASHVINKUMAR DASHRATHBHAI PATEL DFP, BBA, M.Com, Diploma of Finance and Mortgage Broking Management, Member of IPA

SA 0433 497 944 ashvin.patel@cbtaxgroup.com.au https://cbtaxgroup.com.au/

Ashvin is one of the experienced members of CBTAX ADELAIDE. He is known and recognised across Australia as possessing some of the highest technical skill levels across the areas of accounting, taxation, financial planning and business analysis. Ashvin’s down-to-Earth, approachable and friendly personality is a winner amongst clients. With over 12 years of experience in the accounting and taxation from MNC, Goverment Organization and Public Practice, he remains a valuable asset to both CBTAX ADELAIDE, and as well as his loyal clients.

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CHARU GOSWAMI DFP, Diploma in Finance & Mortgage Broking,

NSW 0425 271 638 charu@lavernecapital.com.au

CHIRAG PANKAJKUMAR TALATI DFP, MBA, RG146 - Risk, Super, Investment

NSW 0413 816 442 chirag@lavernecapital.com.au

Chirag has a broad experience in banking and finance with proven track record in relationship management and sales. He has an extensive knowledge of superannuation and wealth management Chirag has been in banking profession or more than 8 years with major financial institutions in Australia. Over this time he has developed vast experiences and demonstrated a high level of success and accomplishment in process improvement, relationship management, sales and business development across multiple segments within banking industry.

DHARMESH RAMESHCHANDRA PANCHAL DFP, CPA, RG146-SMSF, M.Com, B.Com

QLD 0402 372 377 revayahtax@gmail.com http://www.revayahtax.com/index.php

Dharmesh obtained his Bachelor of Commerce from University of Mumbai (India) and his Masters in Applied Finance from Victoria University of Wellington (New Zealand). He is a CPA (Australia) and a Registered Tax Agent. He is also Xero and QuickBooks Online Certified and has completed RG 146 - SMSF Personal Advice Solution Course.

With experience exceeding 13 years, Dinesh is an entrepreneur who established Yogi Group and Yogi Care. Prior to this, he worked within mid tier accounting and financial planning firms in Adelaide. Before migrating to Australia, he spent good 6 plus years in United States where he sharpened his skills in Accounting and Financial-Statistical Analysis through work and studies. With distinguished qualifications in Accounting and Mathematics - Statistics, Dinesh is a member of IPA, CPA Australia, and a Registered Tax Agent within the Tax Practitioners Board. His clients range from Registered Training Organisation (RTO), Medical Facility and Doctors, Education Consulting Business, Solar Energy Business, Builders and Construction Business, Restaurant and Hotel Business, Cleaning and Facility Management, NDIS Providers Real Estate Business, Property Enterprise, to Agriculture Business.

Gaurav is a Certified Practising Accountant, Chartered Accountants India, Registered Tax Agent and Registered ASIC Agent. He has over 8 years of experience in Australian Public Practise and is expert in Tax Planning and Tax Compliance for start-ups and small and medium businesses.

GOPAL is a multi-disciplinary practice and Financial Planning Adviser. The practice aims to provide a practical, proactive and friendly support and guidance to all his clients. He works with his clients to understand issues affecting to them and Gopal’s broad experience enables him to suggest unique customized solutions to his client.

HARDIKKUMAR VASANTBHAI PATEL DFP, Cert IV Finance & Mortgage Broking, M.Com, BBA

SA 0430 008 034 hpatel09@hotmail.com

Jignesh is a good expertise Financial adviser in the financial industry with all the required knowledge, skills & regulatory certification. Thus he is Authorised to provide financial serviced in the area of SAVING PLANS, PROPERTY, SUPERANNUATION, Wealth Creation, insurance etc.

MANISH JAYRAMBHAI DESAI DFP, CPA, PG in Accounting

NSW 0404 220 111 manish@thetaxplanet.com.au https://www.taxassistau.com.au/

Manish as Financial Adviser Offers expert business advice and support in small businesses and self employed individuals who need the quality accountancy service at the right price, delivered by friendly local teams as part of a dynamic national network.He offers services such as Business Tax Returns , BAS - GST Returns , Individual Tax returns , Payroll Services , Self Managed Super Fund setups , Company Set ups , Restructuring , Business Health Check ups and more

MEHULKUMAR JAYSUKHLAL DHANESHA DFP, CA

ACT 0433 117 979 mehul@accutax.com.au https://accutax.com.au/

Mehulkumar has a deep knowledge of national and international taxation laws, bookkeeping procedures and believes in swift implementation of systems to assist our clients in achieving their business objectives.

MIN SUN KIM DFP, Cert IV Finance & Mortgage Broking, Tier 1 Insurance Broking

NSW 0425 319 984 minsun@lavernecapital.com.au

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MRUGESH SURENDRAKUMAR SONI DFP, Dip Finance & Mortgage Broking

VIC 1300 771 900 info@soniezwealth.com.au balki@soniezwealth.com.au http://www.soniezwealth.com.au/

Mrugesh is director of Soniezwealth and he has ability to provide complete professional wealth management and consultancy to meet your gioals much sooner.soniezwealth trusted by more than 5,000 clients and always helping clients to achieve financial freedom by educating them about being money smart. Provide wealth coaching/education for finance and property.

MUHAMMAD SHAHZAD IDREES Registered Tax Practitioner Registered ASIC Agent MFAA Approved Credit Advisor SMSF Advisor Business Tax Advisor

NSW 0438 684 786 / 0401 051 208 (Maksur) shahzad@atax.net.au info@atax.net.au http://www.atax.net.au

ATAX is headed by Shahzad Idrees ,offering advice based on proven knowledge and experience in this very complex area over the last 10 year . Our proactive approach ensures we deliver a consistently reliable and excellent service.ATAX Accounting and financial services provides a complete range of public taxation and accounting services to individuals and all types of businesses. We structure your business, service entities, super funds, trusts and companies to ensure correct structuring for maximum tax efficiency & family protection.

NATARAJAN BALAKRISHNAN Dip Finance & Mortgage Broking, Certificate IV Financial Service, MBA, DFP

VIC 0419 506 560 balki@opesfinancialplanning.com.au admin@opesfinancialsolutions.com.au https://www.opesfinancialsolutions.com.au/

Balki is the Director of Opes Financial Solutions and Licensed to provide services both as a Financial Broker and Financial Planner, He is a trusted partner.He understand that every client has their own set of unique needs and that they require solutions that are tailored to them.

NISHITHKUMAR HARESHKUMAR PARIKH DFP

SA 0425 214 545 maxxfinancial@outlook.com

Nishith is a Mortgage Broker with extensive experience in financial services specializing in Residential and Asset Financing.Aims to provide a simulation of the corporate environment by conducting hackathons, workshops and inviting guest speakers from the industrial background.

Parampreet Singh Rajput holds 10+ years of expertise in handling simple to complex income tax and GST filling needs of clients. With practical knowledge and hands-on experience, we have successfully assisted hundreds of individuals and businesses in fulfilling their income tax, corporate tax, and accounting needs.

Parth is the Director of JABSONS FINANCE and a mortgage planner with a current focus on helping Individuals structure there Mortgage. Jabsons Finance helps more than 200 families every year to make better choices for their investment and home loan options. Jabsons Finance has spent more than 5 years of hardworking to build a reputation and became one of the best in business by constantly going the extra mile for our customers.

Rajiv is an experienced Director with a demonstrated history of working in the accounting industry. Skilled in Tax Preparation, Business Planning, Accounting, Income Tax, and Tax. Strong professional with a Diploma in Financial Planning focused in Financial Planning and Services from Kaplan Australia.

RAJESH KAUSHIK DFP, Master of accounting, Cert IV in Banking Services

VIC 0433 033 646 rajesh@kskaccounting.com.au http://kpgtaxation.com.au

Rajesh is the Branch Manager at KPGTAXATION ,he has Ability to work autonomously and in a team environment to achieve time bound targets.Demonstrated ability to proactively navigate through ambiguous situations and maintain high standards of accuracy under pressure.Possess sound analytical, attention to details and problem-solving skills.

ROHITH JOHN DSOUZA ADFP, Cert IV in Finance and Mortgage, Cert IV in SMSF

VIC 0424 238 589 rohithdsouza@craigfinancialservices.com.au https://craigfinancialservices.com.au/

Rohit is the Director of Craig Financial Service , with over 15 years of professional experience in the banking industry, Craig Financial Services include, providing comprehensive and tailored advice to clients to cover their personal needs and circumstances, including the protection of their families through Life Cover, Total Permanent Disablement, Trauma/ Critical Illness policies and Income Protection. Wealth creation and investment in Superannuation is also one of my key specialties.

Satyam is a adequate knowledgeable & skilled person in financial industry, His attention to detail, good listening skills and great empathy are symbols of his appreciation by his clients.

Shitij Chandra Risk Only

VIC 0425 799 927 shitijc@outlook.com

Shitij Chandra is a highly experienced financial adviser in the industry. He is Accomplished business development and relationship manager across Banking, Retail and Technology sectors with ability to locate, develop, define, negotiate and close deals. - Proven track record to consistently meet and exceed revenue/growth targets. - Pragmatic and results orientated with a focus on bottom line. - Excellent verbal and written communication skills coupled with consultative approach to clients business and sales objectives in order to construct a mutually beneficial offer. - Existing relationships with business owners and C - level management across SME market.

Srinivas is the most highly respected professional in the region where clients come for the peace of mind that their interests are being cared for by a team that enjoys working with them and one another. Maintain superior quality of services to clients and expand the range of these services.His financial practice is a fair, ethical and honest in all business transactions. Continue growth in number, size and quality of clients.

SUNIL PHILIP DFP, Cert IV in Finance & Mortgage Broking, B.Com, MBA

NSW 0403 803 470 philipsunil@yahoo.com sunil@mortgagebiz.com.au https://www.mortgagebiz.com.au/index.html

Sunil is effectively supported by a team of administration, group benefits and financial products specialists whose teamwork and professionalism help him build long-term relationships with his growing client base and provide excellent customer service.

Tushar has always been interested in using his skills and knowledge to help other people for their better future forpre and post retirement. He has been in this industry for last 10 years and was working as senior accountant to manage two superannuation funds for 5 years. He has now focused more towards Individual Goals and Objectives and want to make their life better. He really enjoy working with pre and post retiree clients and am very focussed on providing ongoing service that is valuable to the client.

VAIBHAV AJMANI Financial Planner

VIC 0423 989 900 vaibhav@taap.com.au

Vaibhav is focused on service and provides customers with a high-level of expertise and experience. He have all required certification & membership to provide financial services to his client such as Financial Planner.

Vishal Gupta is a well experienced financial planner who provides the Accounting, taxation, business advisory, and consulting services through AFM Global Tax Pty Ltd. he provides you with the financial planning services that help you in planning your financial future.

VISHAL PRAVINKUMAR PATEL DFP, CPA, Bachelor of Accounting

NSW 0433 663 964 vishal@wealthcrest.com.au https://www.taxassistau.com.au/

Vishal as a Taxassist Accountants, specializes in small businesses and self-employed individuals who need the quality accountancy service at the right price. He provides one stop shop for all of your Tax & other financial services. The client comes & visit him for a first free consultation.He offer services such as Business Tax Returns, BAS - GST Returns, Individual Tax Returns, Payroll Services, Self Managed Super Fund setups, Company Set-ups, Restructuring, Business Health Checkups, and more.