Mandar has over 22 years of experience in the banking and financial services sector.
His approach is practical and considered. He takes the time to understand what matters to you, keeps the advice focused on the agreed areas and explains complex financial matters in straightforward language.
Mandar believes that advice should be:
Relevant: focused on the needs and priorities
Clear: explained without unnecessary complexity
Personal: based on the relevant information you provide
Practical: supported by clear actions and next steps
Transparent: with the service and fees explained before you proceed
You remain in control of your choice. Mandar's role is to provide advice, explain the recommendations and help you understand the considerations involved.
ExperienceOver 22 years
QualificationsGradDipFinPlan · PGDBM (Marketing) · SSA®
MembershipsSMSF Association
ASIC Register001259595
Areas of AdviceSuperannuation · Investments · Personal Insurance · SMSF · Retirement Planning
LanguagesEnglish · Marathi · Hindi · Gujarati