Rohit Maheshawari has over 15 years’ experience in the Financial Planning industry. As well as being a Certified Financial Planner, Rohit as an array of further specialist studies including, Aged Care accreditation, Self-Managed Superannuation Funds, and Margin Lending.
As an Authorised Representative of RI Advice Group, Rohit can assist clients in the areas of:
- Retirement planning,
- Centrelink entitlements
- Aged care strategies
- Superannuation strategies (including SMSFs)
- Tax-effective investment strategies
- Personal insurances (Life, Disability, Critical Illness, Income protection, and Business expense)
- Estate planning
Rohit is committed to building long-term relationships with clients by providing them with appropriate professional advice and personal ongoing service.
M: 0436 667 891 P: 07 3883 8999 | E: firstname.lastname@example.org
Rohit Maheshawari (ASIC Financial Advisor number 1006830) is an Authorised Representative of RI Advice Group Pty Ltd (ABN 23 001 774 125; AFSL 238429). Accountplan Financial Planning Pty Ltd (ABN 48 609 100 978) is a Corporate Authorised Representative of RI Advice Group Pty Ltd (ABN 23 001 774 125; AFSL 238429)
Click here to read more about Rohit and our Financial Services Guide