Summary

Kiran Bhullar has over 12 years’ experience in the Financial Services industry, specifically in a Financial Planning capacity. Kiran has extensive experience in the areas of superannuation, SMSF's, retirement planning, investments, risk management, social security, aged care and estate planning. Kiran is passionate about understanding the complexity of her clients lives, a vast majority of those being women, and improving the financial awareness and well-being by bringing clarity and knowledge. Kiran believes in building long term relationships with clients and adding value by taking a holistic view of their personal and financial situation, their dreams and aspirations and help improve her clients present and future to achieve their desired lifestyle. Kiran takes great pride in focusing on her client’s specific financial needs and educating her clients to make better financial decisions. Kiran is a mother of 2 and understands more everyday what we work to achieve. Kiran’s core values consist of professionalism, accountability, integrity, ethics, honesty and respect. Kiran was raised in India and is fluent in both Hindi and English