Saurav Patel
Investment & Strategy AdviserSaurav joined Evans and Partners in 2022 having worked within the financial services sector for the last six years. Saurav assists with financial planning and investment strategies with one goal in mind: ensuring you, the client, feel secure and understood.
In a world that often makes finances complex and intimidating, Saurav provides simple and straightforward guidance. Saurav’s approach is simple – listen carefully, plan meticulously and act transparently. For those that are younger, his advice can assist in creating an appropriate path toward important milestones such as buying a home and building financial stability. For individuals who are nearing or already in retirement, advice can significantly influence their retirement lifestyle. Saurav’s key message is that starting now is better than starting later, no matter your current age. Whether Saurav is working on financial planning, investment strategies or any financial query in between, his priority is to make sure his clients’ needs and goals are not just met, but anticipated.
Saurav holds a Bachelor of Finance (majoring in Capital Markets) and a Bachelor of Commerce (majoring in Economics and Management) from the Australian National University. He also holds a Graduate Diploma of Financial Planning from Kaplan Professional Australia. Saurav completed the FASEA Financial Adviser exam in July 2021.
Expertise
- Personal Investment Advice
- Superannuation and Retirement Strategies
- Not-For-Profit Advice