Vijay Ghelani
Financial Adviser
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About
Vijay Ghelani is an ASIC-registered financial adviser based in Blackburn, VIC, dedicated to helping clients achieve their financial goals through comprehensive and personalised advice. With a strong academic foundation including a Bachelor of Commerce from Monash University and Masters degrees in both Applied Finance and Financial Planning, Vijay combines extensive knowledge with practical experience to deliver exceptional service. Vijay holds a Diploma of Financial Planning and is a Certified Financial Planner, demonstrating his commitment to upholding the highest professional standards. His qualifications also include specialist knowledge in Self Managed Superannuation Funds and ASX Listed Products. Authorised to provide advice on a wide range of financial products, Vijay can assist you with superannuation, insurance, wealth management, and retirement planning. He is also qualified to advise on investment life insurance, life risk insurance, securities, derivatives, retirement savings accounts, and government debt securities. Key services offered include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions Ready to take control of your financial future? Contact Vijay today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Vijay Ghelani offer?
Vijay provides advice on superannuation, insurance, wealth management, and retirement planning, among other areas. He can also advise on investment life insurance, life risk insurance, securities, derivatives, retirement savings accounts, and government debt securities.
What are Vijay Ghelani's qualifications?
Vijay holds a Bachelor of Commerce, Diploma of Financial Planning, is a Certified Financial Planner, and has Masters degrees in both Applied Finance and Financial Planning. He also has specialist knowledge in Self Managed Superannuation Funds and ASX Listed Products.
What is the process of working with Vijay?
The process typically begins with an initial consultation to understand your financial goals and current situation. Vijay will then develop a tailored financial plan and work with you to implement and monitor it over time.
How can Vijay help me with my superannuation?
Vijay can provide advice on various aspects of superannuation, including contribution strategies, investment options, and retirement planning. He can also assist with setting up and managing Self Managed Superannuation Funds (SMSFs).
What should I expect during my first meeting with a financial advisor?
During your first meeting, expect to discuss your financial goals, current situation, and any concerns you may have. The advisor will explain their services and how they can help you achieve your objectives. This is also a great opportunity to ask any questions you may have.
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