Anindya Bhattacharjee
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Anindya Bhattacharjee Email & Phone Number

Private Wealth Adviser at Ord Minnett
Location: Greater Sydney Area, Australia 7 work roles 6 schools
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Current company
Ord Minnett
Role
Private Wealth Adviser
Location
Greater Sydney Area, Australia
Company size
589 employees

Who is Anindya Bhattacharjee? Overview

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Quick answer

Anindya Bhattacharjee is listed as Private Wealth Adviser at Ord Minnett, a with 589 employees, based in Greater Sydney Area, Australia. AeroLeads shows a matched LinkedIn profile for Anindya Bhattacharjee.

Anindya Bhattacharjee previously worked as Financial Adviser at Perpetual Limited and Associate Adviser at Lorica Partners. Anindya Bhattacharjee holds Bachelor Of Commerce (B.Com.) Bachelor Of Science (B.Sc), Finance & Psychology from University Of New South Wales.

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Ord Minnett

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Profile bio

About Anindya Bhattacharjee

"Establishing and re-establishing the foundations for everyday success"As a trusted and experienced Financial Adviser, I’ve been working with successful, complex clients such as corporate lawyers, executives, Not for Profits, and philanthropists, building an understanding of what matters the most to them.Together with the exceptional Perpetual team around me, its unrivalled expertise and our broad network of professional advisers, we deliver specialised tailored advice, and proactive management of their affairs – creating confidence every day that they are in the best hands to achieve the success they envisioned for themselves and their organisation.

Current workplace

Anindya Bhattacharjee's current company

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Ord Minnett
Ord Minnett
Private Wealth Adviser
Sydney, NSW, AU
Website
ords.com.au
Employees
589
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7 roles

Anindya Bhattacharjee work experience

A career timeline built from the work history available for this profile.

Financial Adviser

Current
Perpetual Limited

Sydney, New South Wales, Australia

Sep 2021 - Present

Associate Adviser

Lorica Partners

Sydney, New South Wales, Australia

Sep 2020 - Sep 2021

Associate

Woodbury

Sydney, Australia

During my time at Woodbury, I was tasked with supporting the Senior Adviser and Principal in both servicing existing clients, as well as assisting in onboarding new clients. This would involve completing detailed fact finds that would be transformed into a client friendly one page wealth summary, the preparation and presentation of a Terms of Engagement, as well as preparing advice documents as required.A key aspect of the role was to liaise with the clients private banker, mortgage broker, accountant, HR team and all other professional advisers to ensure that we had a holistic understanding of their situation to provide appropriate advice and service. In working with many corporate lawyers who worked within a partnership, I was tasked with understanding their cash-flow draws, mortgage repayments, cost of living and quarterly tax installments, so we can provide a clear road map of the coming 12 months.

Jul 2018 - Aug 2020

Financial Planner

Ags Financial Group

Crows Nest, Nsw

I worked with the clients of AGS Financial Group to educate and engage them on their financial and lifestyle goals that have often been placed into the too hard basket. This process involved articulating different strategies to make the most of current and future cash flow, tax considerations and lifestyle changes to ensure that the advice provided today maintains its relevance in the future.

Feb 2017 - Jul 2018
Team & coworkers

Colleagues at Ord Minnett

Other employees you can reach at ords.com.au. View company contacts for 589 employees →

ME Michael Egan Michael Egan Colleague at Ord MinnettGreater Sydney Area, Australia View → NC Natasha Chau Natasha Chau Colleague at Ord MinnettSydney, New South Wales, Australia View → AB Andrew Bourke Andrew Bourke Colleague at Ord MinnettBrisbane City, Queensland, Australia View → NW Neale Wright Neale Wright Colleague at Ord MinnettGreater Melbourne Area, Australia View → RL Robyn Leach Robyn Leach Colleague at Ord MinnettNorth Mackay, Queensland, Australia View → GT Glenn Thompson Glenn Thompson Colleague at Ord MinnettMelbourne, Victoria, Australia View → JJ Jamie Julian Jamie Julian Colleague at Ord MinnettGreater Melbourne Area, Australia View → LK Lara Kable Lara Kable Colleague at Ord MinnettGreater Newcastle Area, Australia View → AR Adam Routledge Adam Routledge Colleague at Ord MinnettMelbourne, Victoria, Australia View → TJ Thomas Jagot Thomas Jagot Colleague at Ord MinnettRandwick, New South Wales, Australia View →
6 education records

Anindya Bhattacharjee education

Certified Investment Management Analyst (Cima®), Portfolio Construction, Certified

Investments And Wealth Institute

Certified Investment Management Analyst® (CIMA®) certification is the peak international, technical portfolio construction and manager.

Investment Management Analyst Certificate (Imac), Portfolio Construction, Certified

Portfolio Construction Forum

The IMAC presents subjects focused primarily across three knowledge Domains - Markets, Strategies and Investing - with the central focus.

Diploma Of Financial Planning

Pinnacle Financial Services Academy

Education record

Sydney Technical High School
FAQ

Frequently asked questions about Anindya Bhattacharjee

Quick answers generated from the profile data available on this page.

What company does Anindya Bhattacharjee work for?

Anindya Bhattacharjee works for Ord Minnett.

What is Anindya Bhattacharjee's role at Ord Minnett?

Anindya Bhattacharjee is listed as Private Wealth Adviser at Ord Minnett.

Where is Anindya Bhattacharjee based?

Anindya Bhattacharjee is based in Greater Sydney Area, Australia while working with Ord Minnett.

What companies has Anindya Bhattacharjee worked for?

Anindya Bhattacharjee has worked for Ord Minnett, Perpetual Limited, Lorica Partners, Woodbury, and Ags Financial Group.

Who are Anindya Bhattacharjee's colleagues at Ord Minnett?

Anindya Bhattacharjee's colleagues at Ord Minnett include Michael Egan, Natasha Chau, Andrew Bourke, Neale Wright, and Robyn Leach.

How can I contact Anindya Bhattacharjee?

You can use AeroLeads to view verified contact signals for Anindya Bhattacharjee at Ord Minnett, including work email, phone, and LinkedIn data when available.

What schools did Anindya Bhattacharjee attend?

Anindya Bhattacharjee holds Bachelor Of Commerce (B.Com.) Bachelor Of Science (B.Sc), Finance & Psychology from University Of New South Wales.

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