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Vishal

Vishal Gupta (NLWB)

Financial Planner Melbourne

Qualifications

  • Bachelor of Commerce
  • Advanced Diploma in Financial Services
  • Self-Managed Super Fund Specialisation
  • Estate Planning Specialisation

“It greatly satisfies me - helping my clients to achieve their financial objectives.”

Vishal Gupta is a financial planner with over 11 years experience in the finance sector. He currently holds a Bachelor of Commerce and takes pride in helping clients meet their long- and short-term financial goals.

Building on the foundation provided by his Bachelor of Commerce, Vishal has developed his skills as a financial planner over seven years of active service. He is committed to managing tailored financial solutions for his clients to secure them the best possible pre-retirement and post-retirement quality of living.

Vishal’s main objective is to help people reduce the gap between their current situation and their desired financial destination, by drawing on his experience in the field and his own continuing education.

A music fan and avid traveller, Vishal enjoys socialising and going on camping trips with family and friends.