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 Services Guide
- Financial Advisers Register
Financial Planning Services:
- Risk Management
- Customer Service
- Wealth Management
- Strategic Planning
- Financial Analysis