Areas of Advice
Retirement planning
Superannuation and pensions
Self-managed superannuation funds (SMSFs)
Centrelink and Veterans’ Affairs assistance
Aged care
Managed investments, ETFs and listed securities
Personal insurance and claims assistance
Budgeting, cash-flow and debt management
Estate planning assistance
Professional Qualifications
Bachelor of Business (Applied Finance), major in Financial Planning
Certified Financial Planner®
Specialist SMSF course completed through SuperConcepts and ICFS
Financial adviser education standard and exam completed
Memberships and Appointments
Financial Advice Association Australia
Justice of the Peace (NSW)
Mohammad commenced his career as a financial adviser in 2008. He is the Principal of Macarthur Wealth Management.
He works directly with clients on retirement, superannuation, investments, SMSFs, Centrelink and personal insurance strategies.
His advice process starts with understanding each client’s goals, circumstances and priorities.
He compares reasonable options and explains the recommendations, costs, risks and trade-offs in plain language.
Where legal, accounting or other specialist services are required, Mohammad works with each client’s chosen professionals.
Mohammad is a member of the Financial Advice Association Australia and is a Justice of the Peace in NSW. Outside work, he values time with his family and enjoys fishing and golf.
For personal financial advice, Mohammad considers each client’s objectives, financial situation and needs before making recommendations.
To arrange an initial conversation, call 02 9683 2869 or use the contact page.