Sanjay Mehta
Wealth Management (Sydney West)

T +61 2 9890 1111
F +61 2 9890 1313
smehta@moorestephens.com.au

Professional Qualification

Member, Institute of Chartered Accountants , Australia
Bachelor of Commerce (Accounting)

Professional Background

Sanjay joined Moore Stephens in 2005 and brought with him over 25 years financial services experience. He has worked in chartered accounting, corporate banking, capital markets, corporate treasury management and personal financial planning. Sanjay is a representative of Sydney West Wealth Management Pty Ltd.

Sanjay offers expert advice in all aspects of personal financial management to help clients reach their full potential. He does this through professional advice executed through well planned strategies, structures and investments including:

  • Cash flow and debt management
  • Investment structures
  • Investments - direct equity and managed funds
  • Superannuation and retirement planning
  • Risk management

Sanjay works closely with his clients to provide timely holistic advice. He combines technical knowledge, depth of experience and lateral thinking to look at the big picture from his clients' perspective. In doing so, he applies a practical and hands on approach.

He helps clients to realise their lifestyle aspirations and gain peace of mind through developing their financial independence over the long term. He is motivated by the success his clients achieve.