Chintan Engineer

Principal Financial Planner at Diligent Financial Planning
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Contact Information
us****@****om
(386) 825-5501
Location
AU

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5.0

/5.0
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LinkedIn User

I worked with Chintan while a Relationship Manager with Westpac. We had a great working relationship and I always found Chintan to be approachable and also diligent with his dealings with clients. Chintan’s ability to build strong and long lasting relationships with his clients is a testament to his character and openness with clients. He is a great listener and takes on board all clients concerns and then provides appropriate tailored made recommendations based on their needs. I had no hesitation in recommending Chintan to any of my clients knowing that they would be looked after by him in any way possible.

Joe Scarmozzino

Chintan is the consummate professional who is driven by his passion to deliver quality financial advice to his customers. He works great in business partnerships and is always looking at broader strategies to further drive his business. Having recently qualified for the Westpac Planning Top Team conference, I have no hesitation in recommending Chintan.

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Experience

    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Principal Financial Planner
      • Aug 2015 - Present
    • Director and Responsible Manager
      • Dec 2021 - Present

      Diligent Financial Services Pty Ltd (Australian Financial Services Licence - 535390) is a privately owned and licensed financial planning company that is not owned by a fund manager, bank, or has any affiliations with any financial institution. Diligent Financial Services Pty Ltd (Australian Financial Services Licence - 535390) is a privately owned and licensed financial planning company that is not owned by a fund manager, bank, or has any affiliations with any financial institution.

    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Executive Committee Member
      • Oct 2022 - Present
    • Australia
    • Banking
    • 700 & Above Employee
    • Senior Financial Planner
      • May 2008 - Jul 2015

    • Business Banker
      • Feb 2005 - Apr 2008

Education

  • The SMSF Association
    SMSF Specialist Advisor (SSA™), Superannuation
    2019 - 2019
  • FPA
    CFP, Financial Planning and Services
    2019 - 2023
  • Kaplan Australia
    ASX Accredited Listed Product Adviser
  • RG 146 Training Australia
    ADFS (FP), Financial Planning
    2012 -
  • PS 146 Training Australia
    DFS (FP), Financial Planning
    2007 - 2008
  • L.D. College of Arts
    B.A., Psychology
    1994 - 1997
  • St. Xaviers
    Schooling
    1982 - 1993

Community

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