Vineet Singh Cfp® Smsf Specialist Advisor (Ssa®) Email and Phone Number
Vineet Singh Cfp® Smsf Specialist Advisor (Ssa®) work email
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Vineet Singh Cfp® Smsf Specialist Advisor (Ssa®) personal email
As a Senior Financial Planner at Astonia Private Wealth, I bring a wealth of experience and a personalized approach to helping clients in the North West Hills Region and across Australia. I specialize in providing tailored financial advice in key areas such as Retirement Planning, Investments, Direct Equities, Personal Insurance, Superannuation, SMSFs, and navigating Centrelink complexities.I am passionate about guiding clients through each stage of their financial journey, whether they are planning for a comfortable retirement, seeking to optimize their investment strategy, or managing their superannuation and self-managed super funds (SMSFs). I take pride in translating complex financial concepts into clear, actionable strategies that align with each client’s unique needs and goals.My approach is centered around building lasting relationships, delivering unbiased advice, and empowering clients to make confident financial decisions for a secure future.
Astonia Private Wealth
View- Website:
- astonia.com.au
- Employees:
- 7
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Director, Smsf Specialist Advisor™ And Financial PlannerAstonia Private WealthSydney, Nsw, Au
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Director, Smsf Specialist Advisor™ & Financial PlannerAstonia Private Wealth Jan 2020 - PresentSydney, New South Wales, AustraliaRetirement Planning SpecialistSMSF Specialist Advisor Investment SpecialistPersonal Insurance Accredited Aged Care ProfessionalAccredited Listed Product Adviser (ASX)
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Senior Financial PlannerNational Australia Bank May 2011 - Jan 2020Sydney, Australia•Provide comprehensive financial planning advice (on superannuation, investments, personal insurance, estate planning, social security & retirement planning) to new and existing clients•Develop and implement financial strategies for individuals and advise on investment strategies and their tax implications •Liaise with key Fund Managers within the business to ensure key objectives are met•Monitor investment performance of various asset classes, and review strategies to ensure optimum risk and return alignment•Formulate asset allocation strategies and develop customised investment portfolios for clients•Meet customers face to face to conduct need analysis and prepare financial strategies •Coach financial planning team and referral partners within the bank to maximise business opportunities•Organise educational seminars for customers to increase market penetration -
Business Development ManagerRfi Apr 2010 - May 2011Sydney, Australia•Client relationship management with existing members of Australian Financial Council; members include major financial institutions •Organizing annual awards, conferences and forums on personal loans, credit cards, mortgages and private banking for all Australian Financial Councils•Responsible for comprehensive direct marketing campaigns to maximize the revenue through the sales of delegate positions for the events and of strategic research reports focusing on finance and banking industry•Liaising with service providers for sponsorship opportunities•Keeping close insight on market movements within finance and banking industry to maintain strong business intelligence•Actively participate in decision making on four marketing Ps; Price, Place, Promotion and Product for our events and financial research reports. -
Senior ExecutiveMarcus Evans Oct 2009 - Apr 2010Sydney, Australia•Manage B2B training and conferences to C Level Executives of Fortune 500 firms; Industries Include Pharmaceutical, F&B, Energy, Finance, Health Care-Hospitals, and others•Maintain and develop relationships with existing customers through various direct marketing tools•Negotiate the terms of an agreement and closing sales•Involved in identifying new markets and business opportunities -
Client Service RepresentativeTabcorp Sep 2007 - Sep 2009Sydney, Australia
Vineet Singh Cfp® Smsf Specialist Advisor (Ssa®) Skills
Vineet Singh Cfp® Smsf Specialist Advisor (Ssa®) Education Details
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Business, Marketing, Finance & Economics -
Financial Advice Association Of AustraliaFinancial Planning And Services -
Smsf AssociationSelf Managed Super Funds
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Financial Planning -
Financial Planning
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Investments And Securities
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Aged Care StepsAccredited Aged Care Professional™
Frequently Asked Questions about Vineet Singh Cfp® Smsf Specialist Advisor (Ssa®)
What company does Vineet Singh Cfp® Smsf Specialist Advisor (Ssa®) work for?
Vineet Singh Cfp® Smsf Specialist Advisor (Ssa®) works for Astonia Private Wealth
What is Vineet Singh Cfp® Smsf Specialist Advisor (Ssa®)'s role at the current company?
Vineet Singh Cfp® Smsf Specialist Advisor (Ssa®)'s current role is Director, SMSF Specialist Advisor™ and Financial Planner.
What is Vineet Singh Cfp® Smsf Specialist Advisor (Ssa®)'s email address?
Vineet Singh Cfp® Smsf Specialist Advisor (Ssa®)'s email address is si****@****.com.au
What schools did Vineet Singh Cfp® Smsf Specialist Advisor (Ssa®) attend?
Vineet Singh Cfp® Smsf Specialist Advisor (Ssa®) attended University Of Technology, Sydney, Financial Advice Association Of Australia, Smsf Association, Kaplan Professional, Kaplan Professional, Kaplan Professional, Aged Care Steps.
What skills is Vineet Singh Cfp® Smsf Specialist Advisor (Ssa®) known for?
Vineet Singh Cfp® Smsf Specialist Advisor (Ssa®) has skills like Estate Planning, Customer Relations, Personal Tax Planning, Insurance, Retirement Planning, Financial Planning, Portfolio Management, Superannuation, Investments, Business Development, Financial Risk, Finance.
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