admin@stratagem.au
Our Working Hours
Mon - Fri : 9.00 AM - 5.00 PM,
(After Hours by Appointment only)
Saturday - by appointment only
Sunday - by appointment only
About Us
Our Team
Grad. Dip Financial Planning, B.Comm, M.Tech, Dip Finanace & Mortgage Broking Mgmt
Founder
Senior Financial Planner
Kavi is a highly experienced Senior Financial Planner with over 21 years of experience in the Financial Services industry. Throughout his career, he has developed a strong track record of providing strategic financial guidance to a diverse clientele. In his role at a major bank, he specialised in advising relationship-managed clients, including high-net-worth individuals, professionals, business owners, and medical practitioners.
With a deep understanding of wealth management, investment strategies, and financial planning, Kavi tailors comprehensive solutions to meet the unique needs of his clients. His expertise spans the full spectrum of financial planning, from wealth accumulation and tax-efficient strategies to retirement planning and legacy preservation. Whether working with young professionals building their financial foundation or retirees seeking to optimise their wealth for future generations, Kavi delivers personalised, forward-thinking strategies to help his clients achieve their long-term financial goals.
With a deep understanding of wealth management, investment strategies, and financial planning, Kavi tailors comprehensive solutions to meet the unique needs of his clients. His expertise spans the full spectrum of financial planning, from wealth accumulation and tax-efficient strategies to retirement planning and legacy preservation. Whether working with young professionals building their financial foundation or retirees seeking to optimise their wealth for future generations, Kavi delivers personalised, forward-thinking strategies to help his clients achieve their long-term financial goals.
Kavi
Founder
main principles
Global Reach with Local Understanding
In healthy companies, changing directions or launching new projects means combining underlying strengths and capacities with new.
marketing analysis
finance strategy
business innovation
testimonials
What People Say About Us
We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.
“We know a diverse workforce and an inclusive culture matters to our clients. Through philanthropy and employee volunteerism, we support the diverse communities where our employees live.”
Oliver Simson
client of company“We know a diverse workforce and an inclusive culture matters to our clients. Through philanthropy and employee volunteerism, we support the diverse communities where our employees live.”
Mary Grey
client of company“We know a diverse workforce and an inclusive culture matters to our clients. Through philanthropy and employee volunteerism, we support the diverse communities where our employees live.”
Samanta Fox
client of company“We know a diverse workforce and an inclusive culture matters to our clients. Through philanthropy and employee volunteerism, we support the diverse communities where our employees live.”
Oliver Simson
client of company“We know a diverse workforce and an inclusive culture matters to our clients. Through philanthropy and employee volunteerism, we support the diverse communities where our employees live.”
Mary Grey
client of company“We know a diverse workforce and an inclusive culture matters to our clients. Through philanthropy and employee volunteerism, we support the diverse communities where our employees live.”
Samanta Fox
client of company
Nidhi Khanna
Client service associate
Priya Nath
Paraplanner and Client services associateNidhi Khanna
Client service associate
Nidhi Khanna, a dedicated Client Service Associate, ensures seamless client experiences with efficient support and clear communication. Beyond work, she’s Saher’s mom, a lifelong learner, a lively conversationalist, and a Netflix lover, embracing life with gratitude and positivity.
Priya Nath
Paraplanner and Client Services Associate
Priya Nath, a skilled Paraplanner and Client Service Associate, delivers expert financial support, research, and seamless client experiences for strategic wealth solutions.
Gurdeep Singh
Client Service Associate & Paraplanner
Gurdeep is a seasoned Paraplanner with over seven years of experience. Passionate about helping clients. Srategic thinking with a problem-solving mindset to deliver tailored financial solutions.
Beyond his professional expertise, Gurdeep is a dedicated dad, a coffee and food enthusiast, and an avid cricket player.
Beyond his professional expertise, Gurdeep is a dedicated dad, a coffee and food enthusiast, and an avid cricket player.
Arshi Usmani
Digital Marketing Specialist
Arshi is a results-driven Digital Marketing Specialist, passionate about crafting impactful online strategies that drive brand visibility and engagement.
Nidhi Khanna
Client Service Associate
Nidhi Khanna, a dedicated Client Service Associate, ensures seamless client experiences with efficient support and clear communication. Beyond work, she’s Saher’s mom, a lifelong learner, a lively conversationalist, and a Netflix lover, embracing life with gratitude and positivity.
Priya Nath
Paraplanner and Client Services Associate
Priya Nath, a skilled Paraplanner and Client Service Associate, delivers expert financial support, research, and seamless client experiences for strategic wealth solutions.
Gurdeep Singh
Client Service Associate & Paraplanner
Gurdeep is a seasoned Paraplanner with over seven years of experience. Passionate about helping clients. Srategic thinking with a problem-solving mindset to deliver tailored financial solutions.
Beyond his professional expertise, Gurdeep is a dedicated dad, a coffee and food enthusiast, and an avid cricket player.
Arshi Usmani
Digital Marketing Specialist
Arshi is a results-driven Digital Marketing Specialist, passionate about crafting impactful online strategies that drive brand visibility and engagement.