Deshwant Dahiya
Financial Adviser
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About
Deshwant Dahiya is an ASIC-registered financial adviser based in Crows Nest, NSW, dedicated to helping clients achieve their financial goals with tailored and strategic advice. With a Master of Business in Finance from the University of Technology, Sydney (2000), an Advanced Diploma of Financial Services (Financial Planning) and a Diploma of Financial Services (Financial Planning) both obtained from the Financial Planning Association of Australia Limited (2004), and a commitment to ethical practice demonstrated by completing FPC002B Ethics and Professionalism in Financial Advice with Kaplan Professional (2020), Deshwant brings a wealth of knowledge and experience to every client interaction. Deshwant is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. His approach is client-centric, focusing on understanding each individual's unique circumstances and aspirations to create personalised financial strategies. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Deshwant Dahiya today to schedule a consultation and discover how he can help you achieve your financial objectives.
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Frequently Asked Questions
What types of financial advice does Deshwant Dahiya offer?
Deshwant Dahiya offers a comprehensive range of financial advice, including superannuation, insurance, wealth management, retirement planning, and investment strategies. He can provide tailored solutions to help you achieve your financial goals.
What are Deshwant Dahiya's qualifications and experience?
Deshwant holds a Master of Business in Finance from the University of Technology, Sydney, and Advanced and standard Diplomas of Financial Services (Financial Planning) from the FPA. He has been working in the financial services industry since 2004, providing expert advice to his clients.
How does Deshwant Dahiya approach financial planning?
Deshwant takes a client-centric approach, focusing on understanding your individual circumstances, goals, and risk tolerance. He then develops a personalised financial plan designed to help you achieve your objectives.
What should I expect during my first meeting with Deshwant?
During your first meeting, Deshwant will discuss your current financial situation, your goals, and your concerns. He will explain his services and how he can help you achieve your financial objectives. This is a great opportunity to ask questions and get to know Deshwant's approach.
Can Deshwant Dahiya help with retirement planning?
Yes, Deshwant specialises in retirement planning and can provide advice on superannuation, retirement income strategies, and investment options to help you achieve a comfortable retirement.
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