Book a Discovery Call
Find out how we can help you in 15 minutes.
Rakesh Kumar
DipFs(FP)
Private Wealth Adviser
With over 21 years of experience in the financial industry, Rakesh is a dedicated financial adviser 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 adviser.
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
Recognition
I first met Rakesh when I was recovering from a broken ankle I was on walking with crutches. Instead of making me go upstairs to his office, he organises a room downstairs for us to talk. Rakesh... Read Full Quote
Jenny Diggens | Student Support Officer, Australian Technical & Management College
Found Rick to be very knowledgeable, efficient and have my best interests at heart. Great to deal with and would highly recommend him.
Jacob Mollison | Mobile Banking Manager, Commonwealth Bank
I’ve had the pleasure of both working with and being a customer of Rakesh for a long time and I can’t speak highly enough about the support he has provided me and my family to achieve our goals.... Read Full Quote
Rob Parapouras | VIC & TAS Mobile Banking State Manager, Commonwealth Bank