Diligent Financial Planning was founded as a privately owned firm that is committed to our client's financial health and wellbeing.
Henceforth, we consciously employ a business model that will serve fewer clients with a higher commitment to providing value.
Chintan has been advising clients since 2008. After years at Westpac, he founded Diligent Financial Planning in 2015 — wanting to give advice completely free from institutional influence. The firm transitioned to its own AFSL in December 2021, removing the last remaining ties to any external licensee and cementing that independence for good.
Chintan holds a Bachelor's Degree in Psychology, a Diploma and Advanced Diploma in Financial Services, and is an Associate Member of the FPA.
Aparna oversees the smooth running of both the practice and our AFSL obligations — working closely with Chintan on the operational and compliance side of the business while ensuring Charles and the broader team have what they need to deliver a consistently high standard of service.
She holds a Bachelor's Degree in Economics, has over 10 years' experience in the Banking and Financial Services sector, and has been with Diligent Financial Planning since 2016.
Charles is the engine room of Diligent Financial Planning's day-to-day operations — handling client administration, coordinating documentation, and driving the implementation of advice strategies. He works closely with both Aparna and Chintan to keep the practice running smoothly and clients well looked after.
He holds a Bachelor of Science in Management Accounting and has been with Diligent Financial Planning since July 2024.
