Aadil Abbas, Financial Adviser/Chartered Accountant Email and Phone Number
Aadil Abbas, Financial Adviser/Chartered Accountant work email
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Aadil Abbas, Financial Adviser/Chartered Accountant personal email
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Since the start of my career, I've never been the one to take the traditional path! After a successful decade long career in management consulting, I reskilled/retrained myself to embark on a new career as a financial planner.My decision to retrain was driven by the positive impact of goals-based financial planning which has given me the financial freedom to pursue a career and lifestyle aligned to my values. I have also had the privilege to coach and guide friends/family to do the same over the years. As someone famous once said, “if you love what you do, then you'll never work a day in your life." In my work with individuals, couples and families, I aim to achieve alignment of financial goals/outcomes with their values and life goals/aspirations. I endeavour to achieve this by embedding these three core principles in my work: • "If you fail to plan, you plan to fail" • "Compound interest is the eighth wonder of this world. One who understands it, earns it....one who doesn't it, pays it."•" Money does not buy you happiness, but it does buy you choices. It's what you do with those choices that make you happy."I have advanced professional and technical qualifications which allow me to guide clients, even in complex situations, in an easy to understand manner:• Chartered Accountant (ANZ/UK) • Grad. Dip Financial Planning• Accredited Aged Care Professional• MBA (UNSW)I have a particular interest and focus in supporting individuals, couples and families who have one or more of these aspirations/challenges currently :• Financial independence to have the option retire early (FIRE)• Planning for a comfortable retirement • Considering moving a loved one into aged care/nursing home/residential careComing from a culturally and linguistic diverse (CALD) background, I deeply care about supporting fellow professionals and entrepreneurs of CALD backgrounds to achieve their life goals and ambitions through the power of goals-based financial planning. Reach out if you'd like to have a chat!
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Director And Senior Financial PlannerLife First AdviceSydney, Nsw, Au -
Director / Senior Financial PlannerOwn Financial Planning Jul 2023 - PresentSydney•Assist individuals, couples and families design their best life through a goals-based financial planning methodology. - Collaborate with accountants, mortgage brokers, lawyers, investment specialists to deliver the best outcomes for clients aligned to their financial goals. •Design, implement, monitor and update personalised strategies to accommodate evolving priorities and goals at different life stages•Coach clients on managing common money related challenges - budgeting, investment strategy, property investment, debt reduction/management, insurance/risk management, retirement planning, estate planning and aged care•Specialist in supporting conversations relating to financial independence retire early (FIRE), generating passive income, retirement planning and aged care/home care financial planning.
Aadil Abbas, Financial Adviser/Chartered Accountant Skills
Aadil Abbas, Financial Adviser/Chartered Accountant Education Details
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Financial Planning And Services -
Master Of Business Administration - Mba -
Health/Health Care Administration/Management
Frequently Asked Questions about Aadil Abbas, Financial Adviser/Chartered Accountant
What company does Aadil Abbas, Financial Adviser/Chartered Accountant work for?
Aadil Abbas, Financial Adviser/Chartered Accountant works for Life First Advice
What is Aadil Abbas, Financial Adviser/Chartered Accountant's role at the current company?
Aadil Abbas, Financial Adviser/Chartered Accountant's current role is Director and Senior Financial Planner.
What is Aadil Abbas, Financial Adviser/Chartered Accountant's email address?
Aadil Abbas, Financial Adviser/Chartered Accountant's email address is aa****@****ail.com
What schools did Aadil Abbas, Financial Adviser/Chartered Accountant attend?
Aadil Abbas, Financial Adviser/Chartered Accountant attended Chartered Accountants Australia And New Zealand, Kaplan Professional, Acca, Agsm @ Unsw Business School, University Of Tasmania.
What are some of Aadil Abbas, Financial Adviser/Chartered Accountant's interests?
Aadil Abbas, Financial Adviser/Chartered Accountant has interest in Science And Technology.
What skills is Aadil Abbas, Financial Adviser/Chartered Accountant known for?
Aadil Abbas, Financial Adviser/Chartered Accountant has skills like Talent Management, Talent Acquisition, Executive Search, Executive Coaching, Leadership Development, Recruiting, Leadership, Career Counseling, Business Development, Management Consulting, Succession Planning, New Business Development.
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