Rakesh Kumar, DipFs(FP)

Private Wealth Advisor

With over 21 years of experience in the financial industry, Rakesh is a dedicated financial advisor who tailors his expertise to meet clients’ individual goals and life plans.

His customer-centric approach is underpinned by a deep and comprehensive understanding of various financial planning strategies, including superannuation, retirement planning, risk management, investment, taxation, Centrelink, and estate planning.

Rakesh has achieved rigorous educational milestones, meeting all requirements set by FASEA (Financial Adviser Standards and Ethics Authority). He holds multiple qualifications, including a Bachelor of Science from Latrobe University and a Diploma in Financial Planning.

His commitment to knowledge and client-centered service positions Rakesh as a dedicated trusted advisor.

Areas of Expertise

Superannuation Analysis, Advice, Management

Retirement Planning

Tax Planning

Wealth Management

Investment Portfolio Management

Investment Review

Insurance & Family Protection

Education Fee Advice & Planning

High Net Worth & Ultra High Net Worth

Cashflow Forecasting & Modelling

Qualifications & Awards

Diploma of Financial Planning

Tax Practitioners Board

Regions Covered

  • Australia