Ravi Agarwal

Managing Partner

Ravi Agarwal is an experienced adviser whose key objective is to assist medical professionals throughout Australia to make smart, financial and business decisions to allow them to achieve their life goals and dreams.

In 2010, Ravi established MEDIQ Financial Services, a premier Financial Planning, Accounting, Investment, Insurance, Legal & Finance practice for medical professionals and their families. The business has grown organically to a team of 35, serving clients nationally.

Ravi has been recognised by the Association of Financial Advisers with the 2013 AFA Rising Star award, in recognition for his excellence in the advice industry and outstanding commitment to his clients, their community and the Medical Profession. He was also awarded ‘Multi-service Practitioner of the Year’ in 2015 and ‘Practice Principal of the Year’ in both 2014 and 2015 in the IFA Excellence Awards.

In 2017, under the leadership of Ravi, MEDIQ was awarded the AFA Practice of the Year – the highest accolade available for a practice in the financial advice profession.

Professional Memberships / Qualifications:

  • Chartered Tax Advisor
  • SMSF Specialist Advisor
  • Fellow Chartered Financial Planner (In Progress)
  • LL. B Law

Mina Andrawis

Partner - Wealth & Legal

Mina graduated with a double degree in Bachelor of Commerce/Law with majors in Finance and Financial Planning. He started his career with the NAB legal team then worked his way through the property and banking and finance division of mid-tier law firm Gadens Lawyers. Mina has over ten years of experience in servicing doctors and understands the intricacies surrounding legal and financial matters specifically for doctors.

Commercially-minded and practical, Mina is highly valued for his technical knowledge and practical approach to commercial negotiations and is praised by clients for his ability to provide simple advice on complex matters.

Professional Memberships / Qualifications:

  • Member of the Law Institute of Victoria
  • Bachelor of Commerce/Law with majors in Finance and Financial Planning

Paul Pun

Partner - Accounting & Taxation

Paul’s strategic approach and passion for the people he works with enables him to deliver a vital role that encompasses a holistic view of clients’ needs. Acting as a strategic business partner, Paul supports clients by highlighting and dealing with potential issues to best achieve desired outcomes. With an ability to solve complex financial problems and deliver solutions in an easy-to-understand format, Paul is regularly engaged to assist clients with:

  • Tax structuring, including review of old structures that no longer work or serve the wider objectives of the business owners
  • Ongoing tax advice that facilitates business growth and wealth creation
  • Identifying and implementing tax efficient strategies
  • Minimising business risk and protecting business and family assets
  • Business succession, retirement and estate planning

Professional Memberships / Qualifications:

  • Chartered Accountant (CA)
  • Chartered Tax Advisor (CTA)
  • Graduate Diploma (CA ANZ)
  • Bachelor of Commerce (Accounting)

Jahnvi Modi

Senior Client Manager - Accounting and Tax

Jahnvi has joined Mediq as a Senior Client Manager, bringing with her over 18 years’ experience in public practice and industry. Jahnvi’s professional background has included working with medium and large businesses, business owners and high net worth individuals. 

Jahnvi combines her experience in public practice with her passion for providing exemplary value-focused client service in her role whilst managing the Accounting and Tax team. With her detailed-oriented approach, Jahnvi ensures no stone is unturned in servicing and providing value to our clients.  

Specialisation & Interests

  • Business advisory including business structuring and property structuring
  • Superannuation advisory including Self Managed Superannuation Funds
  • Retirement & estate planning, including inter generational wealth transfer, business succession and asset protection
  • Presenter at CPA Australia to Accountants Discussion Group 

In addition, Jahnvi is a full time mum & an enthusiastic yoga trainer and is passionate about gardening and travelling.

Qualifications:

  • Bachelor in Commerce (Accounting & Audit)
  • Master in Commerce (Accounting & Audit)
  • Member, Institute of Chartered Accountants, India (ICAI)
  • Member, Chartered Accountants Australia and New Zealand (CAANZ)
  • RG 146 in Superannuation

Adam Lewis

Senior Credit Advisor

Adam has joined Mediq as a Credit Adviser and brings with him 10+ years of experience in wealth management, financial advice, investments and mortgage broking.  Adam leverages his work experience and knowledge to provide exceptional outcomes for his clients.  With a strong belief that client education should be at the forefront of providing exceptional client service, Adam ensures that clients are informed and aware along all steps of the journey.

In his spare time, Adam enjoys mountain bike riding, gymnastics, skiing (when there is snow) and time with his family.

William Ma

Client Manager

With 15 years of experience as a tax advisor, William has a wealth of experience advising medical professionals and practices in all aspects of accounting and tax, including the acquisition and sale of medical practices, as well as setting up greenfield sites. He enjoys guiding his clients across the myriad of structuring options and creating comprehensive group tax strategies.

Outside of work, William enjoys cycling and spending time with his young family.

Professional Memberships / Qualifications:

  • Chartered Accountant (CA)
  • Australian solicitor
  • Graduate Diploma in Law (Tax)
  • Bachelor of Law
  • Bachelor of Commerce
  • Diploma in Modern Languages (Japanese)

Alex Sutherland

Financial Planner

Alex has been working in the Financial Planning industry for over 5 years and has been providing trusted financial advice since September, 2014.

Alex holds a Bachelor of Commerce with majors in Economics and Finance as well as an Advanced Diploma in Financial Planning. He is experienced in Self-Managed Super Funds as well as helping his clients formulate and implement customised financial plans.

Nikunj Agrawal

Client Services Coordinator

Nikunj has been working with the Client Services team since August 2018. He initially joined as a Wealth Associate, assisting the Wealth team with day to day processes and compliance. Nikunj has a great passion for client service excellence and technology.

He enjoys automating and updating our current systems and processes in order to achieve greater efficiency within the organisation.

Personal interests include arranging social events and reading articles on the latest business strategies.

Professional Memberships / Qualifications:

  • Bachelor of Business