CU Financial Planning is a Sydney CBD based professional advisory service established by Anjan Das in February 2009 when his former employer a Credit Union took a decision to offload Financial Planning business in November 2006.
Anjan implemented a Credit Union business model where Client interest was of paramount importance and would offer clients a better value proposition, along with a more personalised service tailored to the needs of the client.
At CU Financial planning we offer a fixed fee for service structure. This means you know exactly how much you will pay upfront and the ongoing fee stays the same for the next 12 months. We do not base our service fee on the amount of funds you have invested with us but instead we charge for the amount of work/time that is involved for your investments and circumstances.
Anjan Das has 36 Years experience in Financial services including 20 Years as Senior Financial Planner providing comprehensive advice. Anjan is qualified Post Graduate Financial Planner from FINSIA and in addition is also a former Post Graduate assessor for students competing Financial planning qualifications from Kaplan Professional. Anjan has attained Certified Financial Planner designation from FPA, Australia and admitted as a Senior Fellow of FINSIA. Anjan specialises in assisting clients with Superannuation, SMSF, and Personal Risk Insurance & Investment.
CU Financial planning is a boutique practice with Self Licenced and is a specialist in Pre Retirement/Retiree sector. We also service the wealth accumulators and Life Insurance advice and provide strategic advice to SMSF.
Anjan Das Trading as CU Financial Planning
ABN 68 814 785 119
Authorised Representatives of
CU Financial Planning AFSL 515 209