Shivi Malik
Financial Adviser
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About
Shivi Malik is an ASIC-registered financial adviser based in Bella Vista, NSW, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. Shivi holds a Graduate Diploma in Financial Planning from the University of the Sunshine Coast (2009) and completed specialist training in Self Managed Superannuation Funds with Kaplan in 2012. As a member of the Financial Advice Association of Australia (FAAA), Shivi adheres to the highest ethical and professional standards. Shivi is authorised to provide advice on a broad range of financial products, including superannuation, insurance, and wealth management solutions. Her expertise extends to retirement planning and various investment options, ensuring clients receive well-rounded and informed guidance. Whether you're planning for retirement, seeking to grow your wealth, or protecting your assets, Shivi can help you navigate the complexities of the financial landscape. Key services include: • Superannuation advice • Insurance solutions (Investment Life Insurance and Life Risk Insurance) • Wealth management • Retirement planning • Investment advice, including Securities and Government Debt Securities Ready to take control of your financial future? Contact Shivi Malik today to schedule a consultation and discover how personalised financial advice can make a difference.
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Frequently Asked Questions
What types of financial advice does Shivi Malik offer?
Shivi Malik specialises in superannuation advice, insurance solutions, wealth management, retirement planning, and investment advice, including securities and government debt securities.
What qualifications does Shivi Malik hold?
Shivi Malik holds a Graduate Diploma in Financial Planning from the University of the Sunshine Coast and has completed specialist training in Self Managed Superannuation Funds with Kaplan.
What is Shivi Malik's approach to financial planning?
Shivi provides personalised financial advice tailored to your individual needs and goals. She takes the time to understand your current financial situation, your aspirations, and your risk tolerance to develop a comprehensive plan that helps you achieve financial security and success.
How does the financial planning process work with Shivi Malik?
The process typically involves an initial consultation to discuss your financial goals, followed by a thorough analysis of your current situation. Shivi will then develop a tailored financial plan, present it to you for review, and implement it upon your approval. Regular reviews and updates are conducted to ensure your plan remains aligned with your evolving needs.
What can I expect from a consultation with Shivi Malik?
During a consultation with Shivi Malik, you can expect a professional and informative discussion about your financial goals and concerns. She will listen attentively, answer your questions clearly, and provide you with a clear understanding of how she can help you achieve your financial aspirations. There is no obligation to proceed after the initial consultation.
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