ABOUT US
At our core, we offer tailored solutions that empower our clients with security, clarity, and direction. We’re committed to guiding you towards your goals with organised, methodical plans and objective advice for any challenge you may face. Trust us to be your compass in navigating towards a future where you feel entirely in control.
Vishal Bakshi (Authorised Representative No.324 694) is an Authorised Representative of DJA Capital Pty Ltd, an Australian Financial services. License # 342893.
MEET VISHAL
Adv. DIP. FS (FP), BSc (STAT), SSA
Vishal has over 24 years’ experience in the financial services industry and has been providing strategic financial advice for over 12 years. He holds a Bachelor of Science, an Advanced Diploma of Financial Planning and a Post Graduate Diploma in Management.
Vishal believes delivering comprehensive and affordable wealth management services will always be at the core of what we do, but our goal is bigger than your financial security. We want our clients to live a happier, healthier, more fulfilling life.
WHAT’S YOUR PLAN A AND PLAN B?
Whether it’s your Plan A, ie – Wealth creation & retirement planning OR if it’s your Plan B, ie – risk mitigation through insurances, we’ve got you covered.
Address
The Green House,
Suite 22 797 Plenty Rd,
South Morang VIC 3752
Phone
Banyan Tree Financial Planning
Choosing a professional financial planner is as important as choosing a doctor or lawyer; it’s a very personal relationship. We encourage you to connect with us to see if we’re a good fit for your needs.
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