Authorised Representative No. 1269286

Qualifications: Bachelor of Commerce (Finance & Accounting), Diploma of Financial Planning, Securities and Managed Investments

Yadvinder is a financial planner with a strong background in banking and finance. With 7 years of industry experience, he has developed a deep understanding of the complexities of the financial landscape.

Yadvinder takes a holistic approach to financial planning. He prioritises building long-term relationships based on trust, open communication, and a thorough understanding of his clients’ financial objectives.

Yadvinder stays up to date with the latest industry trends and regulations, ensuring that his advice is current and aligned with the ever-changing financial landscape.

In addition to his technical expertise, Yadvinder is known for his exceptional interpersonal skills. He has a knack for simplifying complex financial concepts, making them accessible to clients of all backgrounds.

In his spare time, he enjoys staying active through sport and travel and spending time in the outdoors.