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Vineet Singh Cfp® Smsf Specialist Advisor (Ssa®) Email & Phone Number
Director, SMSF Specialist Advisor™ and Certified Financial Planner
at
Astonia Private Wealth
1 work email found
@nab.com.au
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Director, SMSF Specialist Advisor™ and Certified Financial Planner
Location
Greater Sydney Area, Australia
Company size
Who is Vineet Singh Cfp® Smsf Specialist Advisor (Ssa®)? Overview
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Quick answer
Vineet Singh Cfp® Smsf Specialist Advisor (Ssa®) is listed as Director, SMSF Specialist Advisor™ and Certified Financial Planner at Astonia Private Wealth, a with 7 employees, based in Greater Sydney Area, Australia. AeroLeads shows a work email signal at nab.com.au and a matched LinkedIn profile for Vineet Singh Cfp® Smsf Specialist Advisor (Ssa®).
Vineet Singh Cfp® Smsf Specialist Advisor (Ssa®) previously worked as Director, SMSF Specialist Advisor™ and Financial Planner at Astonia Private Wealth and Director, SMSF Specialist Advisor™ & Financial Planner at Astonia Private Wealth. Vineet Singh Cfp® Smsf Specialist Advisor (Ssa®) holds Master Of Business Administration (Mba), Business, Marketing, Finance & Economics from University Of Technology, Sydney.
Company email context
Email format at Astonia Private Wealth
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*@nab.com.au
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AeroLeads found 1 current-domain work email signal for Vineet Singh Cfp® Smsf Specialist Advisor (Ssa®). Compare company email patterns before reaching out.
Profile bio
About Vineet Singh Cfp® Smsf Specialist Advisor (Ssa®)
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.
Listed skills include Estate Planning, Customer Relations, Personal Tax Planning, Insurance, and 19 others.
Current workplace
Vineet Singh Cfp® Smsf Specialist Advisor (Ssa®)'s current company
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Astonia Private Wealth
7 roles
Vineet Singh Cfp® Smsf Specialist Advisor (Ssa®) work experience
A career timeline built from the work history available for this profile.
Director, Smsf Specialist Advisor™ And Financial Planner
Director, Smsf Specialist Advisor™ & Financial Planner
Retirement Planning SpecialistSMSF Specialist Advisor Investment SpecialistPersonal Insurance Accredited Aged Care ProfessionalAccredited Listed Product Adviser (ASX)
Senior Financial Planner
•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
May 2011 - Jan 2020
Business Development Manager
•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.
Apr 2010 - May 2011
Senior Executive
•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
Oct 2009 - Apr 2010
Client Service Representative
Sep 2007 - Sep 2009
7 education records
Vineet Singh Cfp® Smsf Specialist Advisor (Ssa®) education
Master Of Business Administration (Mba), Business, Marketing, Finance & Economics
Cfp ® (Certified Financial Planner), Financial Planning And Services
Financial Advice Association Of Australia
Smsf Specialist Advisor (Ssa®), Self Managed Super Funds
Smsf Association
Advanced Diploma Of Financial Services, Financial Planning
Diploma Of Financial Services, Financial Planning
Accredited Listed Product Adviser (Asx Alpa), Investments And Securities
Accredited Aged Care Professional™
Aged Care Steps
FAQ
Frequently asked questions about Vineet Singh Cfp® Smsf Specialist Advisor (Ssa®)
Quick answers generated from the profile data available on this page.
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 Astonia Private Wealth?
Vineet Singh Cfp® Smsf Specialist Advisor (Ssa®) is listed as Director, SMSF Specialist Advisor™ and Certified Financial Planner at Astonia Private Wealth.
What is Vineet Singh Cfp® Smsf Specialist Advisor (Ssa®)'s email address?
AeroLeads has found 1 work email signal at @nab.com.au for Vineet Singh Cfp® Smsf Specialist Advisor (Ssa®) at Astonia Private Wealth.
Where is Vineet Singh Cfp® Smsf Specialist Advisor (Ssa®) based?
Vineet Singh Cfp® Smsf Specialist Advisor (Ssa®) is based in Greater Sydney Area, Australia while working with Astonia Private Wealth.
What companies has Vineet Singh Cfp® Smsf Specialist Advisor (Ssa®) worked for?
Vineet Singh Cfp® Smsf Specialist Advisor (Ssa®) has worked for Astonia Private Wealth, National Australia Bank, Rfi, Marcus Evans, and Tabcorp.
How can I contact Vineet Singh Cfp® Smsf Specialist Advisor (Ssa®)?
You can use AeroLeads to view verified contact signals for Vineet Singh Cfp® Smsf Specialist Advisor (Ssa®) at Astonia Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did Vineet Singh Cfp® Smsf Specialist Advisor (Ssa®) attend?
Vineet Singh Cfp® Smsf Specialist Advisor (Ssa®) holds Master Of Business Administration (Mba), Business, Marketing, Finance & Economics from University Of Technology, Sydney.
What skills is Vineet Singh Cfp® Smsf Specialist Advisor (Ssa®) known for?
Vineet Singh Cfp® Smsf Specialist Advisor (Ssa®) is listed with skills including Estate Planning, Customer Relations, Personal Tax Planning, Insurance, Retirement Planning, Financial Planning, Portfolio Management, and Superannuation.
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