Sarit Shah
Financial Adviser
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About
Sarit Shah is an ASIC-registered financial adviser based in Joondalup, WA, dedicated to helping clients achieve their financial goals. With a strong educational foundation, Sarit holds an Advanced Diploma of Financial Services (Financial Planning), a Graduate Diploma in Financial Planning, and a Master of Financial Planning, all from Kaplan Professional. Sarit also completed FPC007B Client Engagement Skills and FPC002B Ethics and Professionalism in Financial Advice from Kaplan Professional. Sarit 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, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. This broad authorisation enables Sarit to create tailored strategies to suit each client's unique circumstances. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Sarit today to schedule a consultation and discover how personalised financial advice can help you achieve your dreams.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Sarit Shah offer?
Sarit Shah provides advice on superannuation, insurance, wealth management, retirement planning, and various investment products, including securities and derivatives.
What are Sarit Shah's qualifications?
Sarit holds an Advanced Diploma of Financial Services (Financial Planning), a Graduate Diploma in Financial Planning, and a Master of Financial Planning, all from Kaplan Professional. She also completed courses in client engagement skills and ethics.
What can I expect during my first meeting with Sarit?
During your initial consultation, Sarit will take the time to understand your current financial situation, your goals, and your risk tolerance. She will then discuss potential strategies and solutions tailored to your specific needs.
How does Sarit stay up-to-date with changes in the financial industry?
Sarit is committed to ongoing professional development and regularly participates in training and education to stay informed about the latest changes in legislation, regulations, and financial products.
How can Sarit help me with my retirement planning?
Sarit can help you develop a comprehensive retirement plan that takes into account your desired lifestyle, savings goals, and investment options. She can also provide advice on superannuation strategies and managing your assets during retirement.
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