Sahil Dogra

Director and Senior Financial Planner

Sahil has been working as a financial planner since September 2012. He has completed his Diploma of Financial Services and Master of Commerce (Financial Planning) from Deakin University in 2009.

Sahil initially trained as an engineer and worked for different organisations before starting with AMP Horizons program as trainee Financial adviser in September 2012.

Sahil remained with AMP Financial Planning working for boutique firm and then starting his own Financial advice business in November 2015. He remained with AMP Financial Planning until December 2020 when he left to join Lifespan Financial Planning.

With a strong background in financial planning and wealth management, I specialize in creating comprehensive strategies tailored to meet your financial needs. My mission is to provide clear, actionable advice that empowers you to make informed decisions and build a secure financial future. I believe in transparency, integrity, and putting my clients’ best interests first.

“Family is at the heart of everything I do. As a dedicated professional and a proud parent/spouse, I understand the importance of building a secure future for those we love most. My approach to financial planning is rooted in the belief that strong family values create the foundation for lasting success. Whether I’m helping clients achieve their goals or spending time with my loved ones, I always strive to balance work and family life.”

Sahil and Sanjay merged their business into Advance Wealth Specialists Pty Ltd on 1st May 2022 to continue supporting their clients’ needs. 

To help achieve clients’ goals, they first seek to understand their clients’ requirements, and unique situations, then recommend appropriate strategies to meet their clients’ needs.