Pankaj Kumar
Financial Planner
Qualifications
- Advanced Diploma of Financial Services (Financial Planning)
- Master of Business Administration
- Bachelor of Commerce
My goal is to improve the financial health and wellbeing of our clients.
Pankaj has over 15 years' experience in the financial services industry as a financial planner.
Pankaj’s business philosophy is to provide quality financial advice with a high level of care and professionalism.
Pankaj is well placed to guide you towards realising a secure and rewarding financial future.
Pankaj is authorised to provide you with advice (both general and personal) and deal in the following financial products:
- Deposit products
- Superannuation & Retirement Savings Accounts
- Life insurance, including investment and risk insurance products
- Managed investments (excluding Investor Directed Portfolio Services)
- Government debentures, stocks or bonds
- Securities