• Meet Our Advisors - Investor Desk

    Meet Our Advisors

    AMIT SHARMADFP, Diploma in Finance & Mortgage, Cert IV Financial Services, Dip.IT

    VIC  0408 005 273 amit@investorsmortgage.com.au ruwan@imfp.com.au https://www.investorsmortgage.com.au/

    Amit was a lifelong student of finance and investing. With over 15 years’ experience in the Finance and Mortgage Industry. He has developed a repo with both clients and lenders as a provider of quality service. Also, he is committed to providing unbiased advice and prudent strategies for investing as per the clients’ unique needs. He was been named in the Top-Ranking Brokers and also have been nominated for Choice Aggregation Excellence Awards.
    MIN SUN KIMDFP, Cert IV Finance & Mortgage Broking, Tier 1 Insurance Broking

    NSW 0425 319 984 minsun@lavernecapital.com.au

    Min sun Kim is a dynamic member of Laverne Capital Pty Ltd. He is a well experienced professional and qualified with the DFP, Cert IV Finance & Mortgage Broking, Tier 1 Insurance Broking. He works with clients to create personalised financial plans that grow and protect the client’s wealth.

    NATARAJAN BALAKRISHNANDip Finance & Mortgage Broking, Certificate IV Financial Service, MBA, DFP

    VIC 0419 506 560 balki@opesfinancialplanning.com.au admin@opesfinancialsolutions.com.au https://www.opesfinancialsolutions.com.au/

    Balki is the Director of Opes Financial Solutions and Licensed to provide services both as a Financial Broker and Financial Planner, He is a trusted partner.He understand that every client has their own set of unique needs and that they require solutions that are tailored to them.

    Shitij ChandraRisk Only

    VIC 0425 799 927 shitijc@outlook.com

    Shitij Chandra is a highly experienced financial adviser in the industry.
    He is Accomplished business development and relationship manager across Banking, Retail and Technology sectors with ability to locate, develop, define, negotiate and close deals.
    – Proven track record to consistently meet and exceed revenue/growth targets.
    – Pragmatic and results orientated with a focus on bottom line.
    – Excellent verbal and written communication skills coupled with consultative approach to clients business and sales objectives in order to construct a mutually beneficial offer.
    – Existing relationships with business owners and C – level management across SME market.

    VAIBHAV AJMANIDFP, CA, CPA, Cert IV in Finance & Mortgage Broking, B.Com

    VIC 0423 989 900 loans@hasslefreefunding.com.au http://www.hasslefreefunding.com.au/about.html

    Vaibhav is focused on service and provides customers with a high-level of expertise and experience. He have all required certification & membership to provide financial services to his client such as DFP, CA, CPA, Cert IV in Finance & Mortgage Broking.

    Vishal Gupta is a well experienced financial planner who provides the Accounting, taxation, business advisory, and consulting services through AFM Global Tax Pty Ltd. he provides you with the financial planning services that help you in planning your financial future.

    Laverne Securities Pty Ltd, ACN 629 216 477, Trading As Investor Desk Online, is a Corporate Authorised Representative of Laverne Capital Pty Ltd (AFSL 482937). This service is administered by OpenInvest Limited ACN 614 587 183 via the OpenInvest Portfolio Service ARSN 628 156 052. This website provides factual information about the service, and any general advice contained does not take into account your objectives, financial situation or needs. Before making any investment decision, you must review the PDS and Target Market Determination available at https://www.investordeskonline.com.au/key-documents/ Should you require assistance in determining whether an investment in the service is right for you, you may wish to seek personal advice from an appropriately licensed financial adviser.