MenuNikhil Dsouza CFP®
About Me
I started my journey in the Financial Planning industry in 2018 with an ardent desire to help pre-retiree and elderly clients worried about sustaining their retirement funds due to longevity risk. Having done a double master's and an accreditation as an SMSF specialist, I am now well-equipped to provide holistic advice in financial planning.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Masters Degree -
Years of Experience 3 Years -
Licensed By Newadvice Pty Limited
