Rakesh Anand CFP®

About Me

Experienced professional Senior Financial Planner with a demonstrated history of customer service and customer satisfaction. I have a depth of experience across a broad range of clients and holistic financial planning. I'm committed to ongoing education and professional development and the benefits this provides to my clients.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 25 Years
  • Licensed By
    Licensed By Art Financial Advice Pty Ltd
CERTIFIED FINANCIAL PLANNER®