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
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Highest Level of Education Bachelor Degree
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Years of Experience 8 Years