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Financial Planner Profile

Name: Mohit Goyal

Qualifications:
Pinnacle Institute of Financial Services
Advanced Diploma in Financial Services Financial Services

Delhi University
Bachelor’s degree Accounting and Finance

My detailed knowledge of how to create and manage successful financial plans has accrued over many years, including seven years working as a Financial Advisor with the one of the big four Banks. In this position I was able to help many individuals and small businesses attain their financial goals.

My areas of expertise are planning for retirement, Centrelink and retirement, personal insurance, superannuation, strategic investment planning and debt management.

I hold an advanced diploma in financial services and a bachelor’s degree in commerce.

I feel that financial planning is about more than just numbers; for me, it is also about building strong long term relationships. This, plus my extensive experience and knowledge, helps me provide my clients with the right tailored planning to take the necessary steps to achieving long term financial freedom.

Financial Planning Services:

  • Superannuation
  • Retirement
  • Centerlink

  

  • Insurance
  • Debt Management
  • Wealth Management