Nish Puri

PJ Private Wealth Pty Ltd

Bronze
10 Yrs Experience
Sydney, NSW 2000

Experienced in a vast array of financial services, including personal protection, Superannuation (including SMSF), strategic planning, cashflow management/budgeting, investments, business protection and many other areas of the financial world, PJ Private Wealth will help you understand exactly where you are now and what can be done to better your future. Through the in-house, personally developed strategies and access to professionals through the finance arena, we have all your bases covered.

Expertise

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Bronze
  • First year providing advice 2015
  • Years of experience 10
  • Highest qualification
    • Bachelor of Commerce (Banking and Finance)
  • Language spoken
    • English

PJ Private Wealth Pty Ltd

suite 4 level 24, 1 Market St
Sydney, NSW 2000

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Lifespan Financial Planning

AFSL 229892