Prashant Nagarajan

Finnacle Solutions Pty Ltd

Gold
11 Yrs Experience
Clyde North, VIC 3978

Recent reviews

Finnacle Solutions Pty Ltd

14 Marwedel Avenue
Clyde North, VIC 3978

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualifications
    • Master of International Business
    • Master of International Business
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Licensed by

Lifespan Financial Planning

AFSL 229892

5.00
1 Review
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing review 1 of 1

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5.00

"Prashant has given me advice in areas including loan products, self managed super funds and managing debt. Prashant was usually able to explain things to me in a clear way. Through Prashant's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Prashant's full care and attention when I needed it. I highly recommend Prashant to young couples trying to get their finances in order and growing their wealth into the future."

  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Growing Assets
  • Budgeting

Qualifications & Training

Bachelor of Engineering

Level
7 - Bachelor Degree
Institution
Sri Venkateswara College of Engineering (SVCE)
Completed
2009

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Mentor Education
Completed
2011

Graduate Diploma of Management

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Central Queensland University (CQU)
Completed
2009

Master of International Business

Level
9 - Masters Degree
Institution
Griffith University
Completed
2009

Master of International Business

Level
9 - Masters Degree
Institution
Griffith University
Completed
2009

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Mentor Education (prev RG146 Training Australia)
Completed
2011

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2014

Graduate Diploma of Management

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Central Queensland University (CQU)
Completed
2009

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2015

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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