Meghna Kamani
Financial Adviser
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About
Meghna Kamani is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals. With a strong foundation in finance and accounting, Meghna holds a Bachelor of Commerce from the University of New South Wales (2019) and a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited (2024). She is committed to providing tailored advice and building long-term relationships with her clients. Meghna 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, and securities. She assists clients with navigating complex financial decisions and developing strategies to secure their financial future. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Whether you are planning for retirement, seeking to grow your wealth, or need guidance on insurance, Meghna can help you achieve financial security. Contact Meghna today to schedule a consultation and start planning your financial future.
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Frequently Asked Questions
What types of financial advice does Meghna Kamani offer?
Meghna Kamani provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, and securities.
What qualifications does Meghna Kamani have?
Meghna holds a Bachelor of Commerce (Accounting & Finance) from the University of New South Wales and a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.
What is the process for working with Meghna Kamani?
The process typically involves an initial consultation to understand your financial goals, followed by the development of a tailored financial plan. Regular reviews are conducted to ensure your plan remains aligned with your changing needs.
How can Meghna help me with my retirement planning?
Meghna can assess your current financial situation, help you determine your retirement goals, and develop a strategy to maximise your superannuation and other investments to ensure a comfortable retirement.
What can I expect from my first meeting with Meghna Kamani?
In your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Meghna will explain her services and how she can help you achieve your objectives.
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