Ashish Thadani
About Me
Ashish holds over 20 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 Financial Planning 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.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
-
Years of Experience 20 Years
-
Licensed By Excalibur Wealth Group Pty Ltd