Introducing Rohit Maheshawari
Rohit has joined the Accountplan team and brings with him over 15 years’ experience in the Financial Planning industry. As well as being a Certified Financial Planner, Rohit as an array of further specialist areas including:
- 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 outstanding advice and professional ongoing service.
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)
Welcome to Accountplan, proudly assisting the community in Redcliffe and surrounds for almost 40yrs with:
– an experienced team of Accountants providing Tax & Business Advisory services
– Bookkeepers to help you with BAS, IAS & Payroll
– Financial Planning advice around Wealth Creation, Super & Aged Care Strategies
– Mortgage Broking services for Home Loans, Investment Loans, Business and even Vehicle Finance
While you’re here why not check out our site and see what we might be able to help you with…………
