Harmony and balance for your finances
You shouldn’t have to be a financial expert to have healthy finances. That’s where we come in! Agaté Financial Advisors are experienced, professional advisors who are passionate about seeing your finances go from strength to strength.
We’re the experts, so you don’t have to be.
Why Agaté?
Agaté (pronounced ‘Agar-tay’) is a gemstone that represents harmony, balance and healing.
As a grounding stone, it helps us to remain calm, rational and make better decisions. Many cultures believe that Agaté helps open the ‘heart chakra’ to help the body function efficiently.
Many Australians feel chaotic and unbalanced when it comes to their finances. We wanted to choose a name that best represented how we can help our clients: by rebalancing, restoring and bringing long-term financial health. We see finances as being the heart of every household, allowing the rest of our lives to function well.
Agaté stones also come in every colour of the rainbow, which beautifully represents that we are all unique and have different financial needs and goals. Our advice focuses on bringing your finances together to help achieve what’s important to you.
Meet our founder: Kanhai Desai
Authorised Representative No. 1005130
Kanhai Desai has a Bachelor of Business (Financial Markets and International Business) from RMIT University. He has completed the CERTIFIED FINANCIAL PLANNER® practitioner (CFP®) designation through the Financial Planning Association of Australia. CFP® is an internationally recognised mark and is currently the pre-eminent representation of professional financial planners around the world. Kanhai has also completed Advanced Diploma in Financial Services and he is a member of the Financial Planning Association of Australia.
Spend any time at all with our founder Kanhai, and you can see just how passionate he is about improving the lives of everyday Australians through quality financial advice. He believes financial advice is more than just creating returns, it’s about defining your dreams and then watching your goals take flight and become a reality.
Growing up, Kanhai saw his parents save diligently, even when their income was small. It taught him the power of a good budget and putting money to work for you. Now, with almost twenty years of experience in financial advice, Kanhai is passionate about creating tailored financial plans that make a real difference in our client’s lives.
Outside of work, Kanhai enjoys spending quality time with family and friends, training to maintain physical fitness, and occasionally heading out for a hike to recharge in nature.
In 2022, Kanhai was named in the Financial Standard’s Top 50 Most Influential Advisers nationally.
Meet our Client Relationship Manager: Karan Rajaram
Karan's journey with Agaté Financial Advisors began with a desire to empower individuals to realise their financial dreams. Equipped with a Master’s in Business Administration (MBA), Karan has a strong foundation in business principles and a deep understanding of financial markets. This knowledge is leveraged to guide clients towards a secure and prosperous future. Karan is dedicated to serving clients and managing all administrative tasks.
On a personal matter, Karan has a deep affection for birds. His pet bird, Rio, brings him immense joy, and he plans to expand his feathered family in the future. Moreover, he cherishes the dream of establishing a home to provide a loving place for elderly individuals and children in need.
Meet our Associate Advisor: Chitra Srinivas
Chitra holds a Master’s in Commerce (Taxation) and a Bachelor’s in Business Administration, providing her with a strong understanding of management, taxation, and financial analysis. She combines this academic foundation with hands-on experience in financial planning processes. At Agaté Advisors, Chitra supports clients through accurate data management, strategy reviews, and preparation of key advice documents.
Beyond her professional role, Chitra is a creative thinker who enjoys writing, cooking, traveling, and exploring new experiences. Her diverse background and proactive approach make her a valuable asset to our team and the clients we serve.
