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Financial Planner Profile

Name: Arunava Chaudhuri

Qualifications: Director and Financial Planner
Panacea Wealth Management
Sydney, Australia

Kaplan Professional
Diploma in Self Managed Super Fund (SMSF)

Activities and Societies: Member of SMSF Association Australia

Kaplan Professional
Advance Diploma in Financial Planning – Pursuing Financial Planning and Services

Activities and Societies: 1. Tax for Financial Advising 2. Estate Planning 3. Client Engagement Strategies 4. Advanced Financial Planning

Experienced Financial Planner and business owner with a demonstrated history of working in the financial planning industry. Skilled in Superannuation, SMSF, Financial Planning, Insurance, Analytical Skills, and Accounting. Strong finance background with a Masters in Professional Accounting along with Diploma In Financial Planning and SMSF focused on Financial Planning and Financial Management Services

Documents:

Financial Planning Services:

  • Risk Management
  • Customer Service
  • Wealth Management

  

  • Strategic Planning
  • Financial Analysis