Sarit Shah (MFP®)

Sarit Shah CFP® - Director/Senior Financial Planner/Senior Mortgage Broker at Enlighten Financial Services Pty Ltd
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Contact Information
us****@****om
(386) 825-5501
Location
Perth, Western Australia, Australia, AU
Languages
  • Swahili -

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Experience

  • Enlighten Financial Services Pty Ltd
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Sarit Shah CFP® - Director/Senior Financial Planner/Senior Mortgage Broker
      • Sep 2009 - Present

      Enlighten Financial Services Pty Ltd ABN 138 982 813 is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licence 232706 and Australian Credit Licence 232706Any advice contained in this webpage is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice with regard to those matters. Please click here http://www.enlightenfs.amp.com.au/cache/cpeJ4d7am97R7pW-og==/93D4B00124B9CE1D7BC9D859BEDEF33A.pdf to find out more about our financial advice services.ARN: 341884CRN: 381063ACN: 138 982 813-Personal and Corporate Superannnuation Strategies-Retirement planning- Salary Packaging-Self Managed Superannuation Funds (SMSFs)-Wealth Creation (Tax Effective Investing)-Wealth Protection (Life Insurance/ Income Protection)- Debt Management Strategies- Estate Planning- UK Pension Transfers- Social Security

  • Flexo Financial Services
    • Financial Advisor
      • Aug 2008 - Sep 2009

      Financial Planning Financial Planning

  • Westpac
    • Australia
    • Banking
    • 700 & Above Employee
    • Financial Advisor
      • Jan 2007 - Aug 2008

      Financial Planning Financial Planning

  • Smartsalary
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Account Manager
      • Aug 2003 - Dec 2006

      Account Manager Account Manager

Education

  • Kaplan Professional
    Master of Financial Planning, Financial Planning
    2019 - 2020
  • CERTIFIED FINANCIAL PLANNER®
    2014 - 2016
  • Edith Cowan University
    BSc, CERTIFIED FINANCIAL PLANNER®, Internet Computing, Computer Science
    2001 - 2003

Community

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