The Financial Planning Association of Australia The Financial Planning Association of Australia

Rajesh Khatri, CFP®


Name Rajesh Khatri, CFP®
Company MGB Financial Services
Address Unit 408
33 Lexington Drive
Bella Vista, NSW 2153
Phone 02 8488 6269
Website www.mgbfinancial.com.au

I have 25 years experience in providing advice in:
1. Cashflow management (budgeting).
2. Debt management (mortgages).
3. Estate planning.
4. Investments (direct shares, managed funds, exchanged traded funds, listed investment companies and property).
5. Retirement planning (ensuring you have sufficient assets in retirement).
6. Risk management (death cover, total and permanent disability, trauma cover and income protection).
7. Superannuation (both managed and self managed super funds).
8. Social Security (centrelink).

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