Bishal Shrestha
Associate Financial Planner at Australian Catholic Superannuation- Claim this Profile
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Bio
Peter Finch
Bishal's has proven he can deliver valued financial advice to clients and develop trusted client relationships . He has a strong track record of transforming financial strategy into implemented financial plans. Bishal is a highly focused person, results orientated and enjoys new challenges. His energy to make things happen is a definate benefit to any organisation.
Peter Finch
Bishal's has proven he can deliver valued financial advice to clients and develop trusted client relationships . He has a strong track record of transforming financial strategy into implemented financial plans. Bishal is a highly focused person, results orientated and enjoys new challenges. His energy to make things happen is a definate benefit to any organisation.
Peter Finch
Bishal's has proven he can deliver valued financial advice to clients and develop trusted client relationships . He has a strong track record of transforming financial strategy into implemented financial plans. Bishal is a highly focused person, results orientated and enjoys new challenges. His energy to make things happen is a definate benefit to any organisation.
Peter Finch
Bishal's has proven he can deliver valued financial advice to clients and develop trusted client relationships . He has a strong track record of transforming financial strategy into implemented financial plans. Bishal is a highly focused person, results orientated and enjoys new challenges. His energy to make things happen is a definate benefit to any organisation.
Experience
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Australian Catholic Superannuation
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Australia
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Financial Services
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1 - 100 Employee
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Associate Financial Planner
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Sep 2021 - Present
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Profile Financial Services
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Australia
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Financial Services
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1 - 100 Employee
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Associate Financial Planner
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Nov 2020 - May 2021
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Innovative Wealth Management
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Australia
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Financial Services
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1 - 100 Employee
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Associate Financial Planner
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Mar 2020 - Aug 2020
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AMP
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Australia
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Financial Services
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700 & Above Employee
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Financial advisor
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Jul 2018 - Jan 2020
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Link Group (LNK)
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Australia
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Financial Services
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700 & Above Employee
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Financial Advisor
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Apr 2016 - Jul 2018
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Link Market Services
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Australia
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Financial Services
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300 - 400 Employee
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Investor services
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Dec 2014 - Mar 2016
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Account Manager
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Apr 2014 - Oct 2014
Acquired by Collection house Acquired by Collection house
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Coles Group
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Australia
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Retail
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700 & Above Employee
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Retail Assistant
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Apr 2009 - Apr 2014
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Education
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Charles Sturt University
B.Bus (Accounting), Accounting and Business/Management -
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Monarch Institute
Diploma in Financial planning and SMSF, Financial Planning and Services -
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Monarch Institute
Advanced Diploma, Financial Planning and Services -
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FASEA
FASEA exam -
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Monarch Institute
Diploma of Finance and Mortgage Broking Mamgement -
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Kaplan Professional
Ethics and Professionalism in Financial advice
Community
