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Ajit Shinde
MAcc DipFP
Financial Adviser
Planning gives you the power to take control of your future by making the right decisions today.
Ajit moved to the Northern Territory in 2013 and has since been in love with its culture and the community-living that's unique to the Territory. Ajit started his financial services journey by passing his Chartered Financial Analyst, Level 1 exam in 2012. Ajit was a Senior Auditor with KPMG before joining Morgans in 2017.
Investment Style
Ajit enjoys working closely with his clients to understand what they would like to achieve in terms of their personal and financial goals. He considers wealth creation as well as wealth protection strategies for his clients. He may use quality financial products that suit the client's profile, to help them reach their goals in the best possible manner.
Services and Specialties
Fixed Interest and Cash Management
Superannuation Advice
Personal Insurance
Portfolio Administration
Financial Planning
Qualifications and Professional Affiliations
Master of Accounting
Diploma in Financial Planning
CFA Level 1
Associations
No items found.
Competencies
FASEA Financial Adviser Exam
Generic
Life Insurance
ASIC Financial Advisers Register
Tax (financial) Adviser
Margin Lending
Financial Planning
Superannuation
Managed Investments
Securities
Direct International Equities Trading Adviser
I am employed by NT Capital Pty Ltd which operates the business of Morgans Financial Limited - Darwin. My employer remunerates me by way of salary and percentage of fees.
