About Me

Anuja is driven by a genuine passion for helping her clients achieve their financial goals. With 9 years of hands-on experience in financial planning, she understands the diverse needs and aspirations of individuals, and her mission is to provide tailored solutions that lead to financial success.

As an adviser, Anuja sees her role as helping her clients identify what an “ideal life” looks like for them, and then setting plans to help them achieve their financial goals and objectives.

She understands that each client is unique, and she works diligently to create strategies that not only meet their financial needs but also align with their broader life objectives.

By incorporating her diverse experiences, both personally and professionally, she strives to create financial plans that go beyond mere numbers, capturing the essence of her clients’ dreams and aspirations.

Beyond her professional role, Anuja is involved in mentoring business students and sharing her insights and experiences to support the next generation of financial professionals. Balancing her dedication to her profession, she cherishes quality time with her husband and son, indulging in bushwalking, weight training, and travelling during her well-deserved leisure moments.

For Anuja, each financial plan is a personalised journey, a roadmap designed to guide her clients toward financial success and the realisation of their dreams. With a combination of experience, passion, and a commitment to understanding her clients on a deeper level, Anuja is dedicated to making a meaningful impact on their lives.

Qualifications/Memberships
Bachelor of Business Information Systems – Kathmandu University
Master of Business Administration (Advanced) Finance – Flinders University
Master of Financial Planning – Kaplan
Self-Managed Super Fund (FPE016 ) – Kaplan Professional
Commercial Law (TASACLv2) – Kaplan Professional
Financial Planner AFP, FAAA
Areas of expertise
Investment and Portfolio Construction

Retirement Planning and Pensions

Estate Planning

Asset Protection and Business Structures

Insurance advice for individuals and business owners

Self Managed Superannuation Funds (SMSF)

Superannuation

Tax Effective Wealth Strategies

Wealth Creation

Debt Management

Strategic Financial Advice

Areas of Focus

  • Aged care
  • Cashflow management
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 6 Years
  • Licensed By
    Licensed By Fitzpatricks Private Wealth Pty Ltd