Rakesh Anand Cfp® Cpa
Experienced professional Senior Financial Planner with a demonstrated history of customer service, customer satisfaction with ongoing referrals,... | Parramatta, Parramatta, Australia
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Rakesh Anand Cfp® Cpa’s Emails an****@op****.com
Rakesh Anand Cfp® Cpa’s Phone Numbers No phone number available.
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Rakesh Anand Cfp® Cpa’s Location Parramatta, Parramatta, Australia
Rakesh Anand Cfp® Cpa’s Expertise Experienced professional Senior Financial Planner with a demonstrated history of customer service, customer satisfaction with ongoing referrals, top-tier compliance history and excellent performance (Advice fees and FUM). Skilled in retirement portfolio management, Financial Planning advice and business relationship management. Have previous experience of Self Managed Superannuation Funds (SMSF). Strong finance professional with a Certified Financial Planner focused on providing personalized financial planning advice to individuals and Certified Practising Accountant focused in Personal Finance and Taxation from CPA Australia. Have a Masters in Business (Banking and Finance) from Monash University (Australia).
Rakesh Anand Cfp® Cpa’s Current Industry StatePlus
Rakesh
Anand Cfp® Cpa’s Prior Industry
Commonwealth Bank of Australia
|
F&P
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St George Bank
|
State Super Financial Services
|
StatePlus
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Work Experience
StatePlus
Senior Financial Planner
Sun May 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
State Super Financial Services
Regional Manager
Thu Apr 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun May 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)
State Super Financial Services
Senior Financial Planner
Sun Oct 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Apr 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)
St George Bank
Senior Financial Planner
Wed Jan 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jan 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time)
Commonwealth Bank of Australia
Financial Planner
Sat Jan 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jan 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time)
F&P
Financial Planner
Sat Jan 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jan 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Rakesh Anand Cfp® Cpa Email Addresses
FAQ About Rakesh Anand Cfp® Cpa
-
Rakesh Anand Cfp® Cpa is located at
Parramatta, Parramatta, Australia -
Rakesh Anand Cfp® Cpa is a
Experienced professional Senior Financial Planner with a demonstrated history of customer service, customer satisfaction with ongoing referrals, top-tier compliance history and excellent performance (Advice fees and FUM). Skilled in retirement portfolio management, Financial Planning advice and business relationship management. Have previous experience of Self Managed Superannuation Funds (SMSF). Strong finance professional with a Certified Financial Planner focused on providing personalized financial planning advice to individuals and Certified Practising Accountant focused in Personal Finance and Taxation from CPA Australia. Have a Masters in Business (Banking and Finance) from Monash University (Australia). StatePlus -
Rakesh Anand Cfp® Cpa currently works in the
StatePlus -
Rakesh Anand Cfp® Cpa specializes in
Experienced professional Senior Financial Planner with a demonstrated history of customer service, customer satisfaction with ongoing referrals, top-tier compliance history and excellent performance (Advice fees and FUM). Skilled in retirement portfolio management, Financial Planning advice and business relationship management. Have previous experience of Self Managed Superannuation Funds (SMSF). Strong finance professional with a Certified Financial Planner focused on providing personalized financial planning advice to individuals and Certified Practising Accountant focused in Personal Finance and Taxation from CPA Australia. Have a Masters in Business (Banking and Finance) from Monash University (Australia). -
Rakesh Anand Cfp® Cpa speaks the following languages:
No languages available. -
Rakesh Anand Cfp® Cpa has prior experience in the following industries:
StatePlus , State Super Financial Services , State Super Financial Services , St George Bank , Commonwealth Bank of Australia , F&P -
Rakesh Anand Cfp® Cpa has the following professional experience:
StatePlus , State Super Financial Services , State Super Financial Services , St George Bank , Commonwealth Bank of Australia , F&P . -
You can view Rakesh Anand Cfp® Cpa’s
LinkedIn profile at LinkedIn URL. -
Rakesh Anand Cfp® Cpa’s work email addresses are
[email protected] . -
Rakesh Anand Cfp® Cpa works at
StatePlus
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