Pallavi Mahajan
Financial Adviser
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About
Pallavi Mahajan is an ASIC-registered financial adviser dedicated to helping individuals and families in Edithvale, VIC, and across Australia achieve their financial goals. With a strong educational foundation, including a Bachelor of Commerce from the University of Delhi and advanced financial planning qualifications from Kaplan and the Financial Planning Association of Australia (FAAA), Pallavi brings a wealth of knowledge and expertise to her clients. She is also an SMSF Specialist, certified by Super Concepts. As a member of the FAAA, Pallavi adheres to the highest ethical and professional standards. She is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. Pallavi is committed to providing personalised financial solutions tailored to each client's unique circumstances and aspirations. • Superannuation advice • Insurance solutions • Wealth creation and management • Retirement planning strategies Whether you are planning for retirement, protecting your family's future, or seeking to grow your wealth, Pallavi Mahajan can provide the expert guidance you need. Contact Pallavi today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Pallavi Mahajan offer?
Pallavi Mahajan specialises in superannuation advice, insurance solutions, wealth management, and retirement planning. She can help you with investment strategies, risk management, and planning for your long-term financial security.
What qualifications does Pallavi Mahajan have?
Pallavi holds a Bachelor of Commerce, a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning), a Graduate Diploma of Financial Planning, CFP certification and SMSF Specialist accreditation.
What is Pallavi's approach to financial planning?
Pallavi takes a client-centered approach, focusing on understanding your unique financial situation, goals, and risk tolerance. She then develops a tailored financial plan to help you achieve your objectives.
How does the financial planning process work with Pallavi Mahajan?
The process typically begins with an initial consultation to discuss your needs and goals. Pallavi will then gather information, analyse your situation, and develop a personalised financial plan. She will present the plan to you, answer your questions, and work with you to implement the strategies.
What should I expect from working with Pallavi Mahajan?
You can expect professional, ethical, and transparent advice. Pallavi is committed to providing ongoing support and guidance to help you stay on track towards your financial goals. She will regularly review your plan and make adjustments as needed to reflect changes in your circumstances or the market.
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