Broker profile

ABN: 61600214435
LicenseType: CRN
License Number : 492305
Postcode: 2000
Suburb: Sydney
State: NSW

Mahesh Perera

5.0

11 Reviews

Respond time: in 31 minutes

About me

In 1994, Mahesh bought a property at a highly inflated price. Shortly after, he lost most of his superannuation when the company he was working for was declared bankrupt. This misfortune encouraged him to learn as much as he could about good financial management so that he would avoid making the sam e mistakes again. Mahesh worked ha to educate himself and gain valuable qualifications in the finance industry. While doing so, he recognised an opportunity to help other migrants steer clear of the pitfalls that he encountered. After studying to become a qualified Financial Advisor, Mahesh then went on to build his own financial planning firm, working under AXA, AON, and Patron licensees. Since 1996 Mahesh has had the privilege to assist more than 1500 clients to achieve their financial goals using various wealth strategies going to help you immensely. You will be glad you become an Equity Advice client.

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Key speciality

Short-term Finance

Home Loan

Reviews

I have known Mahesh for nearly 10 years and over that time I have frequently relied on his valuable financial guidance. I consider him to be absolutely honest and trustworthy and am happy to recommend his services to friends and relatives.

Chris Lisha

As a client-focused boutique architectural and design firm that creates sustainable living spaces, we have been referring Clients to Mahesh for the last couple of years. It has always been a delightful experience to work with him. All the best!

dp Design Studio Pty. Ltd.

Mahesh provided a quality strategy for our concerns based on thouragh knowledge of his profession. Was highly in depth but easy to understand. Highly recommend Mahesh to anyone seeking advice in this space. Paul Heathwood

Paul Heathwood

Mahesh was very helpful in assisting me with my financial needs. His professionalism and extraordinary knowledge was clear and concise, I have complete trust knowing that my financial goals are now in place for my future.

Catherine Vlachos

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