Prabhat Mehla CFP®

Prabhat Mehla CFP®

About Me

Dedicated financial services professional | Passionate about client financial wellbeing
As a dedicated and resourceful professional with over a decade experience, I am committed to creating a positive change in my clients’ financial wellbeing. My passion for the importance and value of financial planning drives me to offer ongoing professional advice tailored to each client’s unique needs.

I specialise in a wide range of financial planning strategies, including:
• Superannuation
• Wealth Management
• Taxation
• Estate Planning
• Retirement Planning
• Self-Managed Super Fund (SMSF)
• Asset Protection
• Investment and Governance advice for Native Title Trusts and Not-for-Profit Organisations

My goal is to empower clients with the knowledge and tools they need to achieve financial security and peace of mind.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Estate planning
  • Government assistance
  • Investments
  • Retirement
  • SME advice
  • SMSF
  • Superannuation
  • Tax strategies
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Bachelor Degree
  • Years of Experience
    Years of Experience 8 Years
CERTIFIED FINANCIAL PLANNER®