Mahesh Menon
Financial Adviser
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About
Mahesh Menon is an ASIC-registered financial adviser based in Parramatta, NSW, dedicated to helping individuals and families achieve their financial goals. With a solid foundation built on a Bachelor of Economics from Mahatma Gandhi University (1994), Mahesh has cultivated his expertise through extensive studies, including an Advanced Diploma of Financial Planning (Kaplan, 2006), a Diploma of Financial Services (Financial Planning) (Tribeca, 2006), and a Graduate Diploma of Financial Planning (Kaplan, 2021). As a proud member of the Financial Advice Association of Australia (FAAA), Mahesh adheres to the highest ethical and professional standards. Mahesh is authorized to provide advice on a comprehensive range of financial products, ensuring tailored solutions for every client. He specialises in superannuation advice, insurance, wealth management and retirement planning. Mahesh also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Key services include: • Superannuation advice to optimise your retirement savings • Comprehensive insurance solutions to protect your assets and loved ones • Wealth management strategies to grow and preserve your wealth • Retirement planning to ensure a comfortable and secure future • Investment advice tailored to your risk profile and financial objectives Ready to take control of your financial future? Contact Mahesh today for a consultation and personalised financial advice.
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Frequently Asked Questions
What types of financial advice does Mahesh Menon offer?
Mahesh specialises in superannuation advice, insurance, wealth management, and retirement planning. He also provides advice on various investment products to suit different client needs.
What are Mahesh Menon's qualifications and professional memberships?
Mahesh holds a Bachelor of Economics, an Advanced Diploma of Financial Planning, a Diploma of Financial Services (Financial Planning) and a Graduate Diploma of Financial Planning. He is also a member of the Financial Advice Association of Australia (FAAA).
What can I expect during my first consultation with Mahesh?
During your initial consultation, Mahesh will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then provide you with a clear and concise overview of how he can help you achieve your financial objectives.
How does Mahesh tailor his advice to my specific needs?
Mahesh believes in a personalised approach to financial planning. He takes the time to understand your individual circumstances and goals, and then develops a tailored strategy to help you achieve them. He considers all aspects of your financial life, including your income, expenses, assets, and liabilities.
How often should I review my financial plan with Mahesh Menon?
It's recommended to review your financial plan at least annually, or more frequently if there are significant changes in your life, such as a new job, a marriage, or the birth of a child. Mahesh will work with you to ensure your plan remains aligned with your goals and circumstances.
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