MenuMitesh Patel CFP®
About Me
Mitesh joined Callaghans in 2011 and became a Partner of Callaghans at the beginning of 2016. He is a Certified Financial Planner® and provides comprehensive strategic financial planning advice and services including investments and portfolio management.
Areas of Focus
- Aged care
- Cashflow management
- Divorce
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- Superannuation
- Wealth management
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Years of Experience 11 Years -
Licensed By Fortnum Private Wealth Ltd
