WHY MAHESH
Mahesh has Financial Planning experience spanning over a decade, starting his career as a Financial Adviser with Westpac in 2004.
After 8 successful years in the banking channel as a Financial Adviser working with small businesses, families and individual clients for their wealth creation and protection needs, in 2005 Mahesh took the opportunity to commence his own practice, Insurance Plan Financial Services Pty Ltd.
Mahesh is dedicated to helping clients prepare for life's most important milestones and achieve their personal and financial goals. He specialises in risk insurance and takes care of client’s personal insurances such as Life, TPD, Income Protection, Trauma insurance and also Business Insurance needs such as Key Man insurance. Mahesh takes pride in providing sound, honest advice and developing long term client relationships. He provides ongoing service and is fully involved in the claims process, when there is a need.
- Graduate Diploma of Financial Planning - Advanced Diploma of Financial Services (Financial Planning)
- Diploma of Financial Services (Financial Planning) - Bachelor of Arts in Economics
- Business Insurance Strategies Accreditation
- Life Products (including investment life products and life insurance products)
- Superannuation - Deposit & Payment Products
- Interests in Managed Investment Schemes, including investor directed portfolio services
- Reviewing your existing insurance cover
- Identifying your life, disability and trauma insurance needs
- Insuring your income to provide cover if you suffer an illness or accident that prevents you from working
- Protecting your business with Business Expenses insurance
Mahesh Menon
Adviser & Director