Financial Planner Profile

Name: Qadeer Ahmad

Qualifications: 

Mentor Education
Certificate IV Finance and Mortgage broker Field Of Study Mortgage broker

Mentor Education
Margin Lending Field Of StudyMargin Lending

Qadeer focus on achieving outcomes and results from both professional and personal life, its the outcome that makes the difference and decides success or failures. That is the reason I am very pleased to be working with individuals and their families helping them to negotiate smoothest path for their wealth vehicle.

My success to date is the pure testimony of my philosophy, my 5 core values;

✔ Put client’s financial well-being before mine.
✔ Advice provided based on research and results, no room for trial and error.
✔ Dealing with professional skills taking emotions out of the room.
✔ Excel in customer service
✔ Protect client’s wealth using industry experience.

There are more than 39,500 Financial planners in Australia out of which 85.6% working full-time. Like other professionals, it’s important for us Financial Advisers to keep up with industry or regulatory changes that might affect our clients. As an adviser I participate in regular training activities such as courses or seminars run by Government authorised bodies, industry associations, professional bodies or registered training organisation.

Agile Wealth Solutions Pty Ltd was founded to help Australians make the smartest possible financial decisions and choices so they can achieve their desired financial aspirations. We raise awareness of financial planning among young families, we helped fortifying relationship between young families and financial planners clearing all misconceptions around our industry.

Our 5 key tools to achieve your personal goals and financial objectives are:

✔ Determining your preferred retirement age
✔ Determining your preferred income at retirement
✔ Minimising your “bad” debt
✔ Supporting your good health
✔ Protecting your wealth

Financial Planning Services:

  • Superannuation
  • Self Managed Super Funds
  • Retirement Planning
  • Insurance

  

  • Debt Management
  • Investment
  • Estate Planning