Prashneel Karan

Adviser / Mortgage Broker – DipFP

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Prashneel works closely with clients to enhance their wealth journey. His aim is to ensure that not only the journey you take with us is as simple as possible but at the same time, extremely rewarding and beneficial. His approach is simple and easy to sail through. At every step, we will keep in mind your unique goals and objectives and personalise every strategy to you and your uniqueness.

Prashneel works best with clients who are willing to take advice and are ready to commit to getting the most out of their life. He can assist clients on their financial planning journey as well as assist them in purchasing their next property, car, plant & equipment or someone who is looking to get a great deal for their home loan.

Qualifications

  • Bachelor of Accounting
  • Diploma of Financial Planning (DipFP)
  • Certificate IV in Finance and Mortgage Broking

Areas of specialisation

  • Retirement Planning
  • Superannuation
  • Self Managed Superannuation Funds
  • Cash flow Management
  • Mortgage Broking
  • Wealth Protection

Associated Services

  • Self Managed Superannuation Funds
  • Lending
  • Wealth Management

Get In Touch

Whether you’re looking for more information or ready to take a positive step towards financial freedom, get in touch with our experienced team. We help businesses and individuals understand where they are now, and where they want to be and create proactive plans to get them there. Remember, we’re here to help you achieve your goals. We would love to hear from you so please contact us today.

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