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Event Details

 

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BAWAZ  arranged the October 2014 Speaker Session Event - How to Plan for Your Retirement!

When:                  Wednesday 15th October 2014

Where:                 The Australian Asian Association Hall, 275 Stirling Street, PERTH (Small Hall)

Time:                    6:30 pm onwards

Catering:              Light refreshments will be provided from 6.00 pm

We had  Mr Yogesh Shah, a highly qualified and sought after financial advisor to present and talk to us about How to Plan for Your Retirement - Plan now for your future, before it is too late!

Yogesh has over 19 years of experience in Financial Services that has enabled him to develop a wide and effective set of commercial and management skills that are suitable to assist clients deliver the required results. His most recent role was working as a Business development manager with AMP. He holds an International Business Administration degree and an Advanced Diploma in Financial Planning and is a Self-Managed Superannuation Accredited specialist. Yogesh has a high standard of professionalism, creativity, energy and is passionate about advising his clients to help own

Over the years, Yogesh has worked as a Director of his own company as well as for Banking and Financial organizations like ANZ & Commonwealth bank, specializing in all aspects of Financial Planning and has held various roles:

  • Financial Planning Manager with Commonwealth Bank managing a team of 22 successful advisors.
  • Financial Planner and Life Risk Business Development Manager at ANZ Bank.
  • Director of Yogesh Shah Financial Services.

Yogesh’s primary focus was on investment management, strategic advice and personal risk insurance advice.  Using very simplified Pyramid drawing and informing us about the step by step requirements , his session overshot the allocated time by over an hour but no one was interested in leaving. In fact after the normal question and answer session and having obtained a lot of information, people were still discussing outside the hall with him and amongst themselves for another half an hour. Almost everyone was greatly rewarded by their better understanding of future financials to be done for themselves.

Kind regards,

The BAWAZ Team