Swaif Khan CFP®

About Me

Swaif Khan has worked in the Financial Services Industry since 1995 and has been a financial planner since 2000. He is a Certified Financial Planner practitioner. A CERTIFIED FINANCIAL PLANNER® professional is internationally recognised for having the highest education and ethical standards. It is your signpost for good advice. Swaif also holds a Masters in Applied Finance & Investment as well as an Associate Diploma in Business Studies.Swaif has been helping his clients on their path to financial security through life changing financial strategies for over 15 years. His key attribute is to be able to see the big picture by bringing clarity and focus to each of his clients’ unique lifestyle and financial roadmaps. His ability to engage with clients to effectively map, track and review their financial progress has enabled him to form long-term, mutually rewarding relationships with his clients.On a personal note, Swaif has two children with his wife Firoza and spends most of his spare time either playing, watching or talking about football (The round ball game!).He helps people to plan for retirement and to manage life transitions (such as loss of employment). In particular, Swaif has a special interest in guiding people along the road to long-term financial success.

Areas of Focus

  • Aged care
  • Cashflow management
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 26 Years
  • Licensed By
    Licensed By Omega Financial Strategists Pty Ltd
CERTIFIED FINANCIAL PLANNER®