About us
Financial planning that is unbiased and true
Astonia Private Wealth is a Sydney based financial advisory firm, with clients all over the country. With combined strategic planning experience of 25 years, Astonia offers its financial expertise & coaching to its clients, helping them make critical decisions.
The firm focuses on providing individuals and families with expertly tailored strategic advice. Moreover, they help them implement advice with a proven execution process. Astonia is not owned by or affiliated to any bank or financial institution, thus giving it’s clients the confidence that the advice provided is unbiased and true. The firm strives to provide financial advice with trustworthiness, competence, honesty, fairness and diligence.
About our Founders
Vineet Singh runs Astonia as director & Principal Financial Adviser. He is passionate about helping clients achieve a better lifestyle and retire with a secure financial future.
Vineet Singh
DIRECTOR & PRINCIPAL FINANCIAL PLANNER
Vineet is a director and a principal financial adviser in the firm. Before joining Astonia, he worked with NAB for nine years, helping their clients as a senior financial adviser. He is a Certified Financial Planner (CFP) and SMSF Specialist Adviser (SSA).
Vineet is passionate about helping clients get financially organised and achieve their goals. As a financial adviser and coach, Vineet provides expert advice and a direction, helping his clients focus on their goals and aspirations. Vineet’s role is to make informed financial decisions about the life his clients want to create, whilst tailoring the advice such that their present lifestyle needs are not overlooked.
Vineet specialises in wealth accumulation strategies. These include superannuation, self- managed superannuation, retirement planning and retirement income (annuities, Centrelink & pensions), investments, managed funds, margin lending and debt management. He also specialises in wealth protection strategies such as personal insurances (death, disability, trauma & income protection), savings plan and estate planning.
EDUCATION
- Certified Financial Planner®
- SMSF Specialist Advisor - SMSF Association
- Accredited Aged Care Professional™
- Accredited Listed Product Adviser (ASX)
- Diploma of financial services - KAPLAN
- Advanced diploma of financial services - KAPLAN
- MBA - University of Technology Sydney
Professional Membership
- Financial Planning Association of Australia
- SMSF Association
- Tax (Financial Adviser) Tax Practitioners Board
Authorised Services
- Government Bonds
- Life Insurance
- Superannuation
- Corporate Superannuation
- Retirement Planning
- Managed Investments
- Margin Lending
- Self-Managed Super-funds
- Aged Care Planning
Founders with 25+ years experience
Our Investment Committee
Dr Mark Brimble
Mark is an independent member of the CARE Investment Committee. Mark holds a doctorate in capital markets and is keenly interested in investor behaviour.
Emmanuel Calligeris
Emmanuel is Chairman of the CARE Investment Committee. Emmanuel holds a degree in economics and previously had 20 years’ experience as Chief Investment Officer for OnePath Investments (the investment arm of ANZ Bank) and was responsible for $13 Billion of funds under management
Grahame Evans
Grahame is the Risk and Compliance member of the CARE Investment Committee. Grahame brings over 35 years of financial service industry experience.
Rob McGregor
Rob was a founder of GPS Wealth, developed the CARE Investment Philosophy over the last 15 years and successfully managed $100m in clients’ funds during the GFC.
Our Management team
Jason Penna
Paraplanning Manager
Errol Whitley
Business Development Manager
Enjoy your lifestyle today while you keep an eye on the future.
