Phone : (+61) 02 9231 3080 E-Mail : adas@cufinancial.com.au

Anjan Das.

Principal | Senior Financial Planner

Project Description

Profile of Anjan Das

CU Financial Planning is a boutique practice, located in the heart of Sydney CBD, assists clients throughout Australia with Financial Planning advice. Anjan Das is a Senior Financial Planning Practitioner with Post Graduate qualifications and has over 33 years of Financial Services experience including 17 years as a Financial Planner.

Come to us for all your financial planning, superannuation, insurance and investment needs. We charge Fee for Service and can work in consultation with your accountant.We offer a broad range of Services designed to work together to meet your financial needs.

He started his Financial Planning career in Credit Union and has been providing comprehensive service to select client base. He is a Certified Financial Planner and a Fellow of FlNSlA and member of Financial Planning Association and also a Senior Assessor / Marker for Post Graduate courses run by FINSIA / KAPLAN Higher Education.

Our practice can assist you with a broad range of Financial planning matters, but focuses primarily on Pre Retiree and retiree advice, Centrelink advice, Superannuation and Pension Funds, Investments, Tax advice incidental to Investments, Life Insurance, Self Managed Super Funds, Cash flow amongst several advice areas.

Anjan Das

Principal | Senior Financial Planner

33 Years in Financial Services Including 17 Years as Senior Financial Planner.

Stats

Senior Financial Planning Practitioner with Post Graduate Qualifications.
Uniform Service Period of 33 Years in Financial Services Including 17 Years as Senior Financial Planner
Suite 4B, Level 4 ( Dymocks Building ) 428 George St, Sydney NSW 2000, Australia


E : adas@cufinancial.com.au
T : +61 02 9231 3080

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