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Financial Planner Profile

Name: Sudhir Iyer

Qualifications: Principal
Prudent Wealth Management Pty Ltd

Financial Planner
Commonwealth Financial Planning

Associate Adviser
AMP

The principal of Prudent Wealth Management, Sudhir Iyer, is a CERTIFIED FINANCIAL PLANNER and a member of the Financial Planning Association of Australia. He has over 18 years of experience in financial services, across roles ranging from fund accounting, business development to investment advisory. Sudhir has over 10 years of experience in Australia and has worked as a Financial Planner with AMP and CBA before starting Prudent Wealth Management.
Sudhir provides advice across superannuation, retirement planning, wealth creation, and personal insurance/wealth protection. His primary responsibility is across advice and compliance. He is passionate about spending time with clients and raising their financial awareness. He is also a director of a group company Prudent Home Loans Pty Limited. He assumes dual responsibility of looking after the business development function of Prudent Home Loans Pty Limited.

Financial Planning Services:

  • Superannuation
  • Retirement Planning

  

  • Wealth Creation
  • Personal Insurance