Sarit Shah

Director/Senior Financial Planner

Sarit has been providing professional financial planning advice and solutions to clients since 2005.

Sarit prides himself on developing excellent working relationships with all clients to provide comprehensive financial advice based on their individual needs and goals.

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Advice I specialise in

  • Retirement planning
  • Financial planning
  • Banking solutions
  • Investment planning
  • Superannuation
  • Home Loans

General advice I provide

  • Small business advice
  • Estate planning

Qualifications & Memberships

  • Master of Financial Planning
  • Bachelor of Science Degree (Majoring in Internet Computing and a Minor in Computer Science)
  • Graduate Diploma in Financial Planning
  • Advanced Diploma of Financial Services (Financial Planning)
  • Diploma of Financial Services (Financial Planning)
  • Certificate IV Financial Services (Finance/Mortgage Broking)
  • Member of the FBAA – Finance Brokers Association of Australia

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