Shitij Mann
Financial Adviser
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About
Shitij Mann is an ASIC-registered financial adviser dedicated to helping individuals and families in Bella Vista, NSW, achieve their financial goals. With a Master of Business Administration from the University of Technology Sydney and a Diploma of Financial Services (Financial Planning) from ThreeSixty, Shitij possesses a strong foundation in financial principles. His commitment to ongoing professional development is demonstrated through various qualifications, including certifications in Self Managed Superannuation Funds, Finance/Mortgage Broking, and ASX Listed Products. Shitij is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. This allows him to create tailored strategies to meet each client's unique circumstances and aspirations. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Whether you're planning for retirement, managing your investments, or seeking insurance solutions, Shitij can provide the expert guidance you need. Contact Shitij today to schedule a consultation and take control of your financial future.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Shitij Mann provide?
Shitij Mann provides advice on a range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can help you create a personalized financial plan to achieve your goals.
What qualifications does Shitij Mann have?
Shitij Mann holds a Master of Business Administration, a Diploma of Financial Services (Financial Planning), and certifications in Self Managed Superannuation Funds, Finance/Mortgage Broking, and ASX Listed Products.
What is the process for working with Shitij Mann?
The process typically begins with an initial consultation to discuss your financial goals and current situation. Shitij will then develop a tailored financial plan and work with you to implement it, providing ongoing support and advice.
How can financial advice help me?
Financial advice can help you make informed decisions about your money, plan for your future, and achieve your financial goals. A financial advisor can provide expert guidance on investments, superannuation, insurance, and more.
What should I expect from my first meeting with a financial advisor?
During your first meeting, you should expect to discuss your financial goals, current situation, and any concerns you may have. The advisor will also explain their services and fees, and answer any questions you may have. It's an opportunity to see if the advisor is a good fit for you.
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