Rakesh Shah
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
Rakesh Shah is an ASIC-registered financial adviser based in West Perth, WA, dedicated to helping clients achieve their financial goals with tailored advice and strategies. Rakesh holds a Bachelor of Commerce (Economics & Financial Planning) from Curtin University (2001) and earned his Certified Financial Planner designation from the Financial Planning Association in 2006. Continuing his commitment to excellence, Rakesh completed Ethics and Professionalism in Financial Advice training with Kaplan in 2020. He is also a proud member of the Financial Advice Association of Australia (FAAA). Rakesh is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He provides expert guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. With a focus on building long-term relationships, Rakesh takes the time to understand each client's unique circumstances and aspirations. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Rakesh is committed to providing professional, ethical, and personalised financial advice to help you secure your financial future. Contact Rakesh today to schedule a consultation and take the first step towards achieving your financial dreams.
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 Rakesh Shah offer?
Rakesh Shah specialises in superannuation advice, insurance, wealth management, and retirement planning. He can also provide advice on investments, including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Rakesh Shah's qualifications and experience?
Rakesh Shah holds a Bachelor of Commerce (Economics & Financial Planning) from Curtin University and is a Certified Financial Planner. He is also a member of the Financial Advice Association of Australia (FAAA) and has completed Ethics and Professionalism in Financial Advice training.
What is the process for working with Rakesh Shah?
The process typically begins with an initial consultation to discuss your financial goals and current situation. Rakesh will then develop a personalised financial plan tailored to your needs. Regular reviews and adjustments are conducted to ensure your plan remains aligned with your evolving goals.
How can Rakesh Shah help me with my retirement planning?
Rakesh can help you develop a comprehensive retirement plan that considers your desired retirement age, income needs, and risk tolerance. He can provide advice on superannuation, investments, and other strategies to help you achieve a comfortable retirement.
What can I expect from a consultation with Rakesh Shah?
During a consultation with Rakesh, you can expect a professional and informative discussion about your financial goals and concerns. He will take the time to understand your unique circumstances and provide clear, practical advice to help you make informed decisions about your financial future.
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.