About Us

Anjan Das

Founder/ CEO

Anjan Das is a financial advisor with more than 33 years of service. He specializes in helping clients plan for the future and achieves their goals, whether it’s saving for retirement or buying a home.

CU Financial Planning is a boutique firm that offers financial planning assistance to clients all around Australia from its location in Sydney’s central business district. Anjan Das has over 33 years of experience in the financial services industry, including 17 years as a financial planner. He holds postgraduate degrees.

Mr. Das began his career in financial planning at a credit union, where he has since been offering full service to a chosen clientele. He is a member of the Financial Planning Association, a Certified Financial Planner, a Fellow of the FlNSlA, and a Senior Assessor / Marker for Post Graduate programs offered by FINSIA / KAPLAN Higher Education.

When his former employer, a Credit Union, decided to unload the Financial Planning business in November 2006, Mr. Das founded the Sydney CBD-based professional advice service CU Financial Planning in February 2009.
Mr. Das created a credit union business strategy where the needs of the customer came first and would provide customers with a better value proposition and more individualized service.

Mr. Das has 36 years of experience in the financial services industry, 20 of those as a senior financial planner who offers thorough counsel. Mr. Das is a Post Graduate Financial Planner certified by FINSIA and a former Post Graduate assessor for students vying for Kaplan Professional Financial Planning certifications. Mr. Das has also been accepted as a Senior Fellow of FINSIA and has earned the Certified Financial Planner accreditation from FPA, Australia. Anjan specializes in helping clients with investments, SMSFs, personal risk insurance, and superannuation.

I am so grateful to Cu Financial for helping me reach my financial goals.

Marry Jane