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Pankaj Kumar

Pankaj Kumar

Financial Planner


  • 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