Agile Wealth Solutions Melbourne

Agile Wealth Solutions Melbourne

Financial planning, is about engaging with your money. The process of planning can be as much about having matters clear in your mind as it is about having things clear on paper.

Financial planning is ongoing process to help you make sensible decisions about money, and it start with helping you articulate the things that are important to you.

These can sometimes be aspirations or material things, but often they are about you achieving peace of mind.

Services

  • Superannuation
  • Self Managed Super Funds
  • Retirement Planning
  • Insurance
  • Debt Management
  • Investment
  • Estate Planning

About Agile Wealth Solutions Melbourne

Agile Wealth Solutions Pty Ltd is a Corporate Authorised Representative (No. 469330) and Qadeer Ahmad is an Authorised Representative (No. 461451) of MyPlanner Australia Pty Ltd AFSL 345905.  As Authorised Representatives of MyPlanner Australia Agile Wealth Solutions Pty Ltd and Qadeer Ahmad are authorised to act for retail and sophisticated clients by:

Providing financial product advice for the following classes of financial product:

  • Deposit and Payment Products – Basic deposit
  • Deposit and Payment Products – Non Basic Products
  • Government Debentures – Stocks or Bonds
  • Life Products – Investment Life Insurance Products
  • Life Products – Life Risk Insurance Products
  • Managed Investment Schemes, including IDPS
  • Retirement Saving Account Products
  • Securities
  • Superannuation Including Self Managed Superannuation Funds

Dealing in Financial Product (Apply for, acquire vary or dispose of a financial product) on behalf of another person in respect of the following classes of financial products

  • Deposit and Payment Products – Basic Deposit
  • Deposit and Payment Products – Non Basic Deposit
  • Government Debentures, Stocks or Bonds
  • Life Products – Investments Life Insurance Products
  • Life Products – Life Risk Insurance Products
  • Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation Including Self Managed Superannuation funds

Opening Times
Monday: 9:00AM – 5:00PM
Tuesday: 9:00AM – 5:00PM
Wednesday: 9:00AM – 5:00PM
Thursday: 9:00AM – 5:00PM
Friday: 9:00AM – 5:00PM
Saturday: 9:00AM – 5:00PM
Sunday: Closed

I Can Speak The Following Languages: Hindi, Punjabi, Urdu

Contact Details

  • Address: 17 Aruba Avenue Point Cook, Melbourne, VIC
  • Telephone: 1300 688 211
  • Mobile: 0431 396 853
  • Email: qadeer.a@agilewealthsolutions.com.au
  • Website: www.agilewealthsolutions.com.au

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