Serhan is based in Canberra and has over 14 years experience in the finance industry and has worked as a Financial Planner for the last eight years including time spent with major wealth management firms BT Group, AMP and AXA Charter. Serhan has been providing dedicated specialist advice to CSC scheme members since 2013.
Serhan’s in-depth experience in both teaching and finance has provided her with the ability to translate complicated strategies and industry jargon into simple, easy to understand information for clients. With specialist knowledge of CSC defined benefit schemes Serhan has been able to help many members work towards and achieve their financial goals.
Serhan has completed a Bachelor of Business, Master of Business, an Advanced Diploma in Financial Services and is currently studying a Masters of Financial Planning.
Nandita is based in our Canberra office and has been providing financial advice since 2006. Before joining CSC, Nandita worked with a major financial planning firm providing expert advice on CSC schemes and one of Australia's major banks.
Nandita brings with her a solid understanding of wealth management, strong technical knowledge and a clear focus on client service. She places great emphasis on working with her clients to ensure appropriate strategies are in place to achieve their own unique financial objectives and lifestyle goals. Nandita has completed Bachelor of Commerce (Hons), Advanced Diploma in Financial Services and has recently completed her Certified Financial Planner designation. Nandita is a Financial Planner and a member of the Financial Planning Association of Australia.
Vishal is based in Melbourne and has over 8 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 .
Patrick is based in Sydney and has over 9 years experience as a financial planner. He has worked in a private wealth organisation looking after high net worth clients as well as a boutique financial planning firm looking after corporate and self-managed superannuation clients. Prior to becoming a financial planner, Patrick spent 10 years working for an industry superannuation fund.
Patrick is currently completing his Master of Financial Planning and is also a Justice of the Peace.
Patrick is passionate about ensuring his clients make smart decisions to meet their goals and objectives and to have peace of mind about their financial situation.
* 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.