Ashish Thadani
Financial Adviser
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About
Ashish Thadani is an ASIC-registered financial adviser dedicated to helping individuals and families in Parramatta, NSW, achieve their financial goals. With a strong foundation built upon a Diploma and Advanced Diploma of Financial Services (Financial Planning) from Tribeca, Ashish further enhanced his expertise with certifications in Margin Lending and Self Managed Superannuation Funds from Kaplan Professional, culminating in a Graduate Diploma of Financial Planning from Kaplan. As a member of the Financial Advice Association of Australia (FAAA), Ashish adheres to the highest ethical and professional standards. He is authorized to provide advice on a comprehensive range of financial products, ensuring tailored solutions for each client's unique circumstances. Ashish can provide advice on: Superannuation, Insurance, Wealth Management and Retirement Planning. Ashish is also authorised to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation advice and strategies • Comprehensive insurance solutions • Wealth management and investment planning • Retirement planning and income strategies • Investment Life Insurance advice • Life Risk Insurance advice Whether you're planning for retirement, seeking to grow your wealth, or protecting your family's future, Ashish Thadani is committed to providing expert guidance and personalized service. Contact Ashish today to schedule a consultation and take the first step towards financial security.
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Frequently Asked Questions
What types of financial advice does Ashish Thadani provide?
Ashish Thadani provides 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. He offers tailored solutions to meet your individual needs.
What qualifications does Ashish Thadani have?
Ashish Thadani holds a Diploma and Advanced Diploma of Financial Services (Financial Planning) from Tribeca, certifications in Margin Lending and Self Managed Superannuation Funds from Kaplan Professional, and a Graduate Diploma of Financial Planning from Kaplan. He is also a member of the Financial Advice Association of Australia (FAAA).
What can I expect during my first meeting with Ashish Thadani?
During your first meeting, Ashish will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then develop a personalized financial plan tailored to your specific needs and objectives. He will explain the plan clearly and answer any questions you may have.
How does Ashish Thadani stay up-to-date with the latest financial regulations and market trends?
As a member of the FAAA and a qualified financial adviser, Ashish Thadani is committed to ongoing professional development. He regularly attends industry conferences, completes continuing education courses, and stays informed about the latest financial regulations and market trends.
How can Ashish Thadani help me with my superannuation?
Ashish can provide expert advice on all aspects of superannuation, including choosing the right fund, making contributions, and developing a retirement income strategy. He can also assist with self-managed superannuation funds (SMSFs).
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