Suite 8, 4A Meridian Place,Bella Vista, NSW, 2153Request a callback Book an appointment
Shivi has been in the banking and finance industry since 1999. She has worked in credit management, compliance, banking, lending services and financial planning. She holds her economics honours and a post graduate diploma in financial planning qualifications. She provides advice in the key areas of wealth creation strategies, taxation planning strategies, maximising Centrelink benefits in retirement, personal Insurances, debt minimisation strategies, estate planning strategies and superannuation.