Bishal Chhetri
CFP®, GradDipFP - Financial Adviser Representative - ARN: 1263156
Fiducian Financial Services Norwest
NSW - Metropolitan
- fpsupport@fiducianfs.com.au
- Phone
- 02 8860 6567
- Address
-
Level 5, 4 Columbia Circuit, Norwest NSW 2153
PO Box 1566, Macquarie Centre NSW 2113
About Bishal Chhetri
Bishal is a seasoned investment services professional who helps clients navigate their financial journey with clarity and confidence.
Known for his attentive approach, Bishal helps clients feel comfortable with their financial decisions across retirement planning, intergenerational wealth transfer and investment structures.
He holds a Graduate Diploma in Financial Planning and is a CERTIFIED FINANCIAL PLANNER® professional, SMSF Specialist Advisor®, and Chartered Retirement Planning Counsellor®.
Outside of work, Bishal enjoys sharing his love of music with his wife and son.
As a student of macroeconomics, Bishal is fascinated by inferring ‘while History may not repeat always, it sure does rhyme at times’.
Advice Areas
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Self-Managed Superannuation Funds
- Life Insurance
- Cash Flow Planning
- Centrelink
- Departments of Veterans' Affairs
- Aged Care
- Estate Planning
- Debt Management
- Salary Packaging
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Government Debentures, Stocks or Bonds
- Government Debentures, Stocks or Bonds
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
Retirement Savings Account Products
- Retirement and Savings Account Products
Securities
- Securities
Superannuation
- Superannuation – All
- Self-Managed Superannuation Fund
- A person’s existing holding in a superannuation product
Margin Lending Facility
- Standard Margin Lending Facility
About Bishal Chhetri
Bishal is a seasoned investment services professional who helps clients navigate their financial journey with clarity and confidence.
Known for his attentive approach, Bishal helps clients feel comfortable with their financial decisions across retirement planning, intergenerational wealth transfer and investment structures.
He holds a Graduate Diploma in Financial Planning and is a CERTIFIED FINANCIAL PLANNER® professional, SMSF Specialist Advisor®, and Chartered Retirement Planning Counsellor®.
Outside of work, Bishal enjoys sharing his love of music with his wife and son.
As a student of macroeconomics, Bishal is fascinated by inferring ‘while History may not repeat always, it sure does rhyme at times’.
Advice Areas
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Self-Managed Superannuation Funds
- Life Insurance
- Cash Flow Planning
- Centrelink
- Departments of Veterans' Affairs
- Aged Care
- Estate Planning
- Debt Management
- Salary Packaging
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Government Debentures, Stocks or Bonds
- Government Debentures, Stocks or Bonds
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
Retirement Savings Account Products
- Retirement and Savings Account Products
Securities
- Securities
Superannuation
- Superannuation – All
- Self-Managed Superannuation Fund
- A person’s existing holding in a superannuation product
Margin Lending Facility
- Standard Margin Lending Facility
Make an appointment with Bishal Chhetri
Having just completed our annual phone review with you, both Coral and myself wish to put on record how satisfied we are with your in depth explanations and recommendations plus your obvious concerns for your clients ongoing wellbeing.
We feel we are in excellent hands.
Thank you Bishal for a job well done.
Following our Annual Review this week, would you please pass on to all our sincere & grateful thanks for your continuing professional guidance & advice, so accurate & consistent over many years. Commencing with Harold Bodinnar over 30 years ago, then extended with Fiducian Financial Services, our Plan has provided for us a Lifestyle & Security we have valued highly. Firstly with Marie Louise, then with Bishal, your back up service has been exemplary with friendly, accurate & sound explanations of all details year on year. Please accept our sincere appreciation for your ongoing support.
In addition, would you please wish Caroline all the very best for her upcoming retirement. She has been a stalwart for you & a real friend for many years. With every good & our kind personal regards.