Abhay Kapoor

Director and Financial Planner

Abhay specialises in personal risk insurance, superannuation strategies, investment planning, retirement planning including Centrelink, estate planning, finance and debt management. Abhay also provides general credit advice and business advice.

He graduated with Master of Business Accountancy 2007. He holds a Diploma and Advanced Diploma in Financial Planning, from which where he gained knowledge about various financial planning strategies.

Abhay served his apprenticeship as a paraplanner working for a boutique financial planning firm in South Australia in 2008. After this he gained valuable experience working in different roles, predominantly as a financial planner, with some large Australian organizations including Commonwealth Bank, AMP and Macquarie Bank.

After several years of working within these institutions, Abhay decided that his clients deserved advice that was free of the influence of such institutions. His solution was to establish the financial advice business, ACK Financial Services Pty Ltd, licenced through Aura Wealth.

Commercially-minded and practical, Abhay is highly valued for his technical knowledge and practical approach to helping clients and is praised by clients for his ability to provide simple advice on complex matters.

Abhay Kapoor, is an Authorised Representative [Number 342777] of Aura Wealth Pty Ltd ABN 34122486935, Australian Financial Services Licence 380552. Also, ACK Financial Services Pty Ltd Trading as The Trustee for Abhay Kapoor Family Trust [number 1244386] of Aura Wealth Pty Ltd ABN 34122486935, Australian Financial Services Licence 380552. Our Privacy Policy is available on our licence’s website www.aurawealth.co