Fortune Wealth Creation Group avatar

Fortune Wealth Creation Group

MELBOURNE, VIC

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Description

Rashesh Bhavsar (CEO & Co-Founder) is a prominent adviser in the financial planning industry. He has worked in some of the best financial organisations like Colonial First State, Commonwealth Bank and Credit Union Australia. In addition to his impressive work history and strong education background, he is passionate about his work and helping people in making right decisions. He is actively involved in community and met with many Australian leaders. His clients simply love him for what he does and see him as trusted financial adviser which is most important to him, according to Rashesh.

 Our Achievements:

  • Became a proud member of prestigious Million Dollar Round Table (MDRT) ClubMarch 2014
  • Shared the stage with other industry experts at Trade & Investment Expo 2013 in Melbourne, August 2013
  • Top 5 Finalist in AFA Excellence in Education Award, July 2013
  • Best Service Quality Award 2012 and 2013
  • Selected in Top 30 Financial Advisers in Australia, CommInsure, April 2013
  • Top 50 Indian Entrepreneurs in Melbourne, Nov 2012
  • Nominated for the Rising Star of the year, Oct 2012
  • Winner of 2012 Best Business Awards in Financial Planning in Melbourne, click hereWe provide professional financial planning, superannuation, investment and insurance advice in Melbourne.

    At Fortune Wealth Creation Group, our mission is to empower every individual and family to take control of their financial future through educating and implementing sound wealth creation strategies combining with solid wealth protection plan. We are are specialised in Superannuation & Retirement Planning, Investments and Insurance.

    Superannuation, Insurance, Investments, Retirement Planning.

    Fortune Wealth Creation Group is located in the Melbourne area of VIC. There are at least 20 other listings in the 3000 postcode area.

    Accountants in VIC 3000

    Number of Employees: 2-10

Listing Info

Location

Reviews

5.0

Average Rating
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Open Times

  • Sunday Closed
  • Monday 9:00 am - 6:00 pm
  • Tuesday 9:00 am - 6:00 pm
  • Wednesday 9:00 am - 6:00 pm
  • Thursday 9:00 am - 6:00 pm
  • Friday 9:00 am - 6:00 pm
  • Saturday Closed

Listing Stats

  • 21 Bookmarks
  • 835 Views
  • 96 Shares
  • 33 Likes

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