Yvonne Parasuraman profile photo

Yvonne Parasuraman

Review Financial Group

Gold
10 Yrs Experience
Bayswater, VIC 3153

I am passionate about assisting customers achieve their financial goals, building strong relationships to understand their unique situations. I have been involved in the Banking and Finance industry since 1998, including roles as Relationship Manager at Citibank, Dubai , Branch Manager at Commonwealth Bank Australia, and proud to run my own Financial Planning Practice, Review Financial Group. At Review Financial Group, our vision is to work in partnership with our clients from different walks of life, establish a simple path to achieve their financial goals and lifestyle aspirations....Together we believe, we can do Great Things

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Small Business Advice
  • Tax Strategies

At a glance

  • Adviser status Gold
  • First year providing advice 2015
  • Years of experience 10
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Languages spoken
    • English
    • Hindi

Review Financial Group

Suite 4/ 42, 50 Stud Rd
Bayswater, VIC 3153

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323