Rashmi Shankar
DipFP, BCom - Financial Adviser Representative - ARN: 1003958
Fiducian Financial Services Adelaide
South Australia
- fpsupport@fiducianfs.com.au
- Phone
- 1300 132 982
- Address
-
Level 9, 50 Flinders St, Adelaide SA 5000
About Rashmi Shankar
Rashmi has over 20 years’ experience in the financial planning industry, holding both a Bachelor of Commerce degree and Diploma in Financial Services (Financial Planning). She specialises in helping clients through complex retirement planning, investment planning and wealth management strategies so that they can focus on leading best life!
She takes pride in providing exceptional service with a friendly nature and simplifying even the most complex of situations. She continues with her ongoing training as well as keeping up to date with relevant legislation and has met FASEA exam standards required by law.
Advice Areas
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- 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
- A person’s existing holding in a superannuation product
About Rashmi Shankar
Rashmi has over 20 years’ experience in the financial planning industry, holding both a Bachelor of Commerce degree and Diploma in Financial Services (Financial Planning). She specialises in helping clients through complex retirement planning, investment planning and wealth management strategies so that they can focus on leading best life!
She takes pride in providing exceptional service with a friendly nature and simplifying even the most complex of situations. She continues with her ongoing training as well as keeping up to date with relevant legislation and has met FASEA exam standards required by law.
Advice Areas
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- 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
- A person’s existing holding in a superannuation product