MenuAnjan Das CFP®
About Me
Anjan has been in financial services for over 41 years and providing comprehensive financial planning advice to to both retiree and wealth accumulators for over 25 years. Anjan commenced his career with Credit Union and has attained Post Graduate Qualification in Financial Planning, CFP and a Past Practitioner for FINSIA, Kaplan Higher Education and FPA. We offer clients to pay their preferred option either fees and or commissions. Anjan concentrates on strategy personalised advice to each client and runs his boutique practice in Sydney CBD and has 2 Principals owned AFSL 547 554. Specialises in Pre Retirement/Retiree sector, Centrelink, Aged Care, SMSF and Life Insurance. Please visit www.cufinancial.com.au
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Graduate Diploma -
Years of Experience 42 Years -
Licensed By Cu Financial Planning Pty Ltd -
Advice Fees From $1,100
