About Me

After being named Financial Planning Student of the Year and making the Vice-Chancellor’s List (for the top 1% of students) at Curtin University, Rakesh began his financial services career in 2003, joining our team three years later.

Like a lot of academically exceptional individuals, Rakesh brings notable professionalism to his work, specialising in superannuation, investments, retirement planning, tax planning, and cash flow management. But what sets him apart is that his professionalism is imbued with equally notable warmth and empathy.