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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
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