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Vishal Gupta

Everyone wants something different out of life, and accordingly, no two plans are the same. Our financial planners aim to get to know you, so they can guide you to where you want to be.

Vishal Gupta

Vishal is based in Melbourne and has over 9 years' experience as a Financial Planner. He has worked in major financial planning organisation AMP, as well as StatePlus where he provided expert advice on the CSC schemes. Prior to joining the finance sector Vishal gained 10 years business experience working as a Business Development Manager and Stakeholder of a well-established medium sized company.

 

Vishal is committed to providing tailored financial solutions for his clients to secure the best possible pre-retirement and post-retirement solutions in line with their desired financial goals.

 

Vishal's qualifications include a Bachelor of Commerce, an Advanced Diploma in Financial Services (self-managed superfund and estate planning specialisation) and he is currently completing his Certified Financial Planning designation. Vishal is also a member of the Financial Planning Association of Australia.

Just so you know

* Our authorised financial planners are authorised to provide advice by Guideway Financial Services (ABN 46 156 498 538, AFSL 420367). Guideway is a licensed financial services business providing CSC financial planners with support to provide members with specialist advice, education and strategies.

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