Sumeet Wadhwa
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Sumeet Wadhwa is an ASIC-registered financial adviser based in Murrumbeena, VIC, dedicated to helping clients achieve their financial goals with tailored and strategic advice. Sumeet holds a Master of Practising Accounting from Monash University (2007) and a Diploma of Financial Services (Financial Planning) from the International Institute of Technology (2012). Authorised to provide advice on a range of financial products, Sumeet specialises in superannuation, insurance, and retirement planning. His comprehensive approach ensures that clients receive holistic solutions that address their unique circumstances and aspirations. Whether you're looking to build a comfortable retirement nest egg, protect your family's future with adequate insurance coverage, or optimise your superannuation strategy, Sumeet provides expert guidance every step of the way. Key services include: • Superannuation advice • Insurance solutions • Retirement planning • Life Risk Insurance • Retirement Savings Accounts Ready to take control of your financial future? Contact Sumeet Wadhwa today to schedule a consultation and discover how personalized financial advice can make a difference.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Sumeet Wadhwa offer?
Sumeet Wadhwa specialises in providing advice on superannuation, insurance, and retirement planning, including Life Risk Insurance and Retirement Savings Accounts.
What qualifications does Sumeet Wadhwa have?
Sumeet holds a Master of Practising Accounting from Monash University and a Diploma of Financial Services (Financial Planning) from the International Institute of Technology.
How can Sumeet Wadhwa help me plan for retirement?
Sumeet can assist you in developing a comprehensive retirement plan tailored to your specific needs and goals, focusing on strategies to maximise your retirement savings and ensure a comfortable future.
What is the process of working with Sumeet Wadhwa for financial advice?
The process typically involves an initial consultation to understand your financial situation and goals, followed by the development of a personalized financial plan and ongoing support to help you achieve your objectives.
What should I expect during my first meeting with Sumeet Wadhwa?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Sumeet will explain his approach and how he can help you achieve your financial objectives.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.