Name | Jaskarn Atwal AFP® |
Company | Wisdom Wealth Services |
Address | 1A, 29-33 Orlando Street Coffs Harbour, NSW 2450 |
Phone | 0478 066 950 |
I have experience with the National Australia Bank and Westpac Bank during my financial planning career. I have been a non aligned adviser since 2016. I hold a graduate diploma of financial services and have a bachelors degree in international business. I have a strong technical background and I'm highly skilled and experienced in many areas of financial planning, including retirement planning, personal risk insurance, gearing strategies and wealth creation. I work closely with clients on an ongoing basis to continually monitor and review their financial strategies. I have won a number of awards including The National Australia Bank 2013 Leading Lights award for exceptional service and advice.