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Financial Planner Profile

Name: Ashish Thadani

Qualifications: Kaplan Australia
Diploma / Advanced Diploma of Financial Planning Field Of StudyFinancial Planning and Services
graduation 2005 – 2006

Owner / Financial Planner
Investlink Group Pty Ltd
Jul 2013 – Present

At Investlink Group we pride ourselves on helping clients fund their hopes and dreams, and most importantly, to protect themselves. Our dealings with clients are centred around professionalism, honesty and above all integrity.

Ashish holds over 10 years-experience as a practicing Financial Planner. He has been providing financial planning advice to professionals, families and businesses since beginning his career in the industry. After enjoying many years working within the large banks and financial institutions, Ashish realised that to truly offer clients with the service that he believed in, that he needed to start his own business.

The business model Ashish has chosen to work with allows Investlink Group Pty Ltd to have access to all the products the large banks and financial institutions offer. His clients enjoy the consistency in his service that is second to none.

Ashish considers himself as an expert in the field of providing holistic advice. He is committed to helping clients understand their goals and objectives, in conjunction with creating realistic solutions for them.

Ashish is married with two children, both boys, aged six and eight. In his spare time he enjoys to play soccer, and above all spend quality time with his family.

Documents:

  • Financial Services Guide

Financial Planning Services:

  • Superannuation
  • Retirement Planning
  • Financial Planning
  • Wealth  Management
  • Estate Planning

Products offered: