Ravi Shankar

Ravi Shankar Financial Planning Pty Ltd 02 8812... Contact

About Me

Ravi Shankar Financial Planning Pty Ltd provides holistic financial advice as well as limited advice in any one or more areas of retirement and superannuation advice, SMSF advice, investment advice, tax planning advice, insurance advice and estate planning guidance. Ravi Shankar is a product of KPMG and has held senior positions in corporate financial management and accounting prior to switching to financial planning in 2005. He is also practising CPA, Fellow of the Tax Institute of Australia and two other professional accounting bodies. He ranks well within the profession and with clients for his commitment to client-care, skills and deep-seated approach to financial planning.

Areas of Focus

  • Aged care
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 17 Years
  • Licensed By
    Licensed By Avalonfs Pty Ltd