Jigarkumar Shah
Financial Adviser
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About
Jigarkumar Shah is an ASIC-registered financial adviser based in Bella Vista, NSW, dedicated to helping clients achieve their financial goals with comprehensive and personalized advice. With a strong foundation built upon years of experience and continuous professional development, Jigarkumar holds a Diploma of Financial Services (Financial Planning) from Finsia (2007), an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Higher Education Pty Limited (2010), and became a Certified Financial Planner with the Financial Planning Association of Australia (FPA) in 2016. Further enhancing his expertise, he also obtained a Certificate IV in Finance and Mortgage Broking and qualifications in Margin Lending from Kaplan in 2017, a Graduate Diploma of Financial Planning from Deakin University in 2022, and a Diploma of Finance and Mortgage Broking Management from Kaplan Higher Education Pty Limited in 2023. Jigarkumar is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, securities, derivatives, Retirement Savings Accounts, and Government Debt Securities. He uses this extensive knowledge to craft tailored strategies designed to meet each client's unique circumstances and aspirations. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Advice Ready to take control of your financial future? Contact Jigarkumar today to arrange a consultation and discover how expert financial advice can make a difference.
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Frequently Asked Questions
What types of financial advice does Jigarkumar Shah offer?
Jigarkumar Shah provides advice on a wide array of financial matters, including superannuation, retirement planning, wealth management, insurance, and investment strategies.
What qualifications does Jigarkumar Shah have?
Jigarkumar holds a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning), is a Certified Financial Planner, and also holds qualifications in mortgage broking and management, as well as a Graduate Diploma of Financial Planning.
What can I expect during my first meeting with Jigarkumar?
During your initial consultation, Jigarkumar will take the time to understand your current financial situation, your goals, and your risk tolerance. He'll then outline how he can help you achieve your objectives and explain his advisory process.
How can Jigarkumar help me plan for retirement?
Jigarkumar can assist you in developing a comprehensive retirement plan that considers your desired lifestyle, savings goals, and investment options. He can also advise on superannuation strategies and other retirement income streams.
Does Jigarkumar Shah provide insurance advice?
Yes, Jigarkumar can provide advice on various types of insurance, including life insurance and investment life insurance, helping you to protect yourself and your family against unforeseen circumstances.
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