Raj started his journey in the financial service industry in 2010. As a Financial Adviser Raj enjoys working with clients of all ages, from young accumulators through to retirees, including families and business owners. With over 10 years of experience Raj has the passion, knowledge, and interpersonal skills to understand his client’s goals, then position them to best achieve those goals – whether they be financial or personal.
Raj appreciates the importance of having a close trusted relationship with his clients and understands that no two clients are the same. His commitment is to provide high-level customer experiences by matching his client’s needs with advice and strategic plans to help reach their goals. Raj says, “being able to connect with your clients and understand their needs and financial situation is much more than just understandings their numbers”.
Outside work Raj thoroughly enjoys gardening as he believes it is good for your health and mindset. Raj is based in Mildura (main office), Broken Hill, and Melbourne.
Qualifications and Memberships:
- Master of Financial Planning
- Certificate IV in Superannuation
- Financial Adviser Industry exam
- Member of Financial Planners Association & Tax Practitioners Board