Vikram Chopra

Background

About Vikram Chopra

My vision is to be the trusted, first point of call on all financial matters for my clients. This goes beyond investments, insurance and wealth management – I aim to provide peace of mind, hope and surety with conviction that allows my clients to make informed decisions. As an Experienced Financial Advisor, I have obtained specialities in Portfolio Management, Investment Structures, Financial Risk Management, Personal Protection Strategies, Retirement Planning, Estate/Succession Planning, SMSFs, Gearing and Superannuation. I started in Financial Services within the Banking sector as a Teller, were I soon realized that to truly make an impact for clients, I needed to get into Financial Planning. I then started my education towards obtaining this career goal. After obtaining my RG146 I secured a role with Westpac as a Financial Advisor where I was truly able to assist my clients achieve their goals. I endeavour to build long term relationships with my clients, ensuring that I am available to assist with changing their financial wealth betterment for their best possible future. I have over 16 years' experience working within the Financial Planning industry, where I have focused on creating, managing, growing and protecting my client’s wealth through every stage of their life in a highly personalized and professional manner.