Selva
Kathiresan

Senior Financial Advisor
ParramattaPenrithSydney
New South Wales
IN THEIR OWN WORDS

As a Senior Financial Advisor, my utmost focus is on building strong relationships with my valued clients. I firmly believe that these relationships serve as the key to understanding their needs holistically and establishing a solid roadmap towards achieving their financial goals.

With a Master of Applied Finance, an Advanced Diploma of Financial Planning, a Diploma of Financial Services, and accreditation as an ACS Accredited Aged Care Specialist, I bring a wealth of knowledge and expertise to the table.

My areas of expertise encompass various aspects of financial planning, including retirement planning, superannuation, investment structures, cashflow management, debt management, wealth protection, Self Managed Superannuation Funds (SMSFs), insurance and risk management, social security and aged care.

Qualifications and Memberships

  • Master of Applied Finance
  • Master of Horticulture
  • Advanced Diploma of Financial Planning
  • Accredited Aged Care Professional
  • Member of the Financial Advice Association Australia
SPECIALISATION
Aged Care
Aged
Care
Insurance
Insurance
Investment Advice
Investment
Advice
Retirement Planning
Retirement
Planning
Super
Super

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