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Financial Planning Services#1 of 1,861 in Sydney

CU Financial Planning

Sydney NSW 2000No reviews yetEstablished 2009

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About

Comprehensive Financial Planning services provided at a reasonable cost, Fee for services model encouraged. Anjan Das is a Certified Financial planner, Post Graduate in Financial planning from FINSIA, has over 26 years of experience in Financial Services Industry including 10 years in Financial planning as a Senior Financial Planner, focus on strategy. He is licensed by Pivotal who are subsidiary of Tower Life and can recommend all major Investment platforms and Life companies.

Investment for wealth accumulatorsInsurance PlanningCentrelinkCash flow reviewTax planningBusiness succession Planning

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