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Financial Planner Profile

Name: Sunil Adiyodi

Qualifications:
Accountant Blossom Financial Planning/Success Tax Professionals Midland
Jun 2006 – Present
12 yrs 4 mos

Sunil has worked in the financial services industry since 2006, helping his clients to create, grow and protect family and business wealth. Sunil has a Bachelor Degree in Commerce (B.Com) and Diploma of Financial Services and he also is a Registered Tax Agent.

Sunil has extensive experience in Taxation, Self-Managed Superannuation Funds, Retirement Planning, personal estate planning and business succession planning and is able to work with accountants and lawyers to provide you with an integrated succession strategy – covering your personal and business interests.

Sunil’s experience includes 7 years as Accountant with various organisations and 8 years as Principal of Accounting Practice.

Financial Planning Services:

  • Superannuation
  • SMSF
  • Retirement Planning
  • Risk Insurance

 

  • Wealth Creation
  • Investment Strategy
  • Taxation Planning