Vishal Bakshi
Financial Adviser
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About
Vishal Bakshi is an ASIC-registered financial adviser dedicated to helping clients in South Morang and across Victoria achieve their financial goals. With a Diploma and Advanced Diploma in Financial Services (Financial Planning) from Kaplan Australia, complemented by RG146 accreditation in Margin Lending, Vishal possesses a comprehensive understanding of the financial landscape and is a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association. Authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning, Vishal offers tailored solutions designed to meet each client's unique needs and aspirations. He provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts and Government Debt Securities. Vishal is passionate about empowering his clients to make informed decisions and secure their financial futures. • Superannuation advice • Retirement planning • Wealth management • Insurance solutions Ready to take control of your financial future? Contact Vishal Bakshi today to schedule a consultation and discover how personalised financial advice can help you achieve your dreams.
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Frequently Asked Questions
What services does Vishal Bakshi offer?
Vishal Bakshi provides a comprehensive range of financial services, including superannuation advice, retirement planning, wealth management, and insurance solutions. He will work with you to develop a personalised financial plan tailored to your specific needs and goals.
What are Vishal Bakshi's qualifications?
Vishal Bakshi holds a Diploma and Advanced Diploma in Financial Services (Financial Planning) from Kaplan Australia and RG146 accreditation in Margin Lending. He is also a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association.
What is the process of working with Vishal Bakshi?
The process typically begins with an initial consultation to discuss your financial situation, goals, and risk tolerance. Vishal will then develop a personalised financial plan and work with you to implement it. Regular reviews will be conducted to ensure your plan remains aligned with your changing needs.
What should I expect from a financial planning session with Vishal Bakshi?
You can expect a professional and collaborative environment where your financial goals are prioritised. Vishal will provide clear and easy-to-understand advice, empowering you to make informed decisions about your financial future.
How can superannuation advice from Vishal Bakshi help me?
Vishal Bakshi can help you optimise your superannuation strategy to maximise your retirement savings. This includes advice on contribution strategies, investment options, and pension planning.
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