Dilip has been advising clients on their financial needs for over 30 years, incorporating superannuation, investments, finance, estate planning and insurance. In 1985 he established his own financial planning business providing a comprehensive range of services to professional executives, business owners and retirees. In 2009 he merged his business with Finovia. The diversity of his clients has provided helpful insights to the various stages of life and the financial requirements to achieve a desired lifestyle.
Dilip is a member of the Financial Planning Association (FPA). He has a specialist interest in legislative and economic matters with respect to formulating client strategies and regularly attends industry seminars as well as undertaking comprehensive research to provide clients with up to date strategies and active portfolio management. He has undertaken additional certificate courses with the Securities Institute (now Kaplan) including Maths in Finance, Credit Analysis Fundamentals, Understanding Financial Statements and Understanding the Finance & Investment Industry.
Dilip is an active member of the Mordialloc Tennis Club and a team manager in the junior league.