AMIT SHARMA DFP, Diploma in Finance & Mortgage, Cert IV Financial Services, Dip.IT VIC 0408 005 273 firstname.lastname@example.org email@example.com 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 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.
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.
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.
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.
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.
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.
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 DFP, CA, CPA, Cert IV in Finance & Mortgage Broking.
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 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.