Anuj Shangle

Anuj Shangle Email and Phone Number

Director, Claims Advocacy | Specializing in Complex Risk Insurance Claims to Help Clients Get What They Deserve | Partnering with Financial Advisors for Better Client Outcomes @ Claims Advocacy
Anuj Shangle's Location
Melbourne, Victoria, Australia, Australia
Anuj Shangle's Contact Details

Anuj Shangle personal email

n/a

Anuj Shangle phone numbers

About Anuj Shangle

I am a seasoned finance professional with a 22-year successful career in financial planning behind me. During this time, I successfully co-founded, managed and ran a financial services business for ten years, where I helped hundreds of clients achieve their financial and retirement goals.With a strong knowledge of the financial sector and how insurers operate, I became increasingly concerned about how thousands of Australians who were entitled to some form of personal risk insurance/superannuation payout due to accident, disability or injury were missing out. This compelled me to form Claims Advocacy, a specialist firm founded to ensure every client would get the payout that was rightfully theirs.I hold a bachelor’s degree in commerce, in addition to being an MBA graduate from the prestigious Edith Cowan University (Perth), in 2000. I am also a Certified Financial Planner® and a Self Managed Super Fund Specialist Advisor™, bringing a wealth of knowledge to Claims Advocacy.

Anuj Shangle's Current Company Details
Claims Advocacy

Claims Advocacy

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Director, Claims Advocacy | Specializing in Complex Risk Insurance Claims to Help Clients Get What They Deserve | Partnering with Financial Advisors for Better Client Outcomes
Anuj Shangle Work Experience Details
  • Claims Advocacy
    Claims Advocate
    Claims Advocacy Oct 2021 - Present
    Australia
    Claims Advocacy is a specialist company that provides expert assistance with personal risk insurance policies/claims, including total and permanent disability payouts through Super. No matter how challenging or complex the case may be, Claims Advocacy has the skills and experience to fight in your corner. The services include:• Risk insurance claims – education and management• Claims disputes and escalation – where an application has been denied, deferred or reduced on a technicality• Policy Reinstatements – where an insurance policy has been cancelled without the policy holders’ knowledge and the policy holder believes there may be a claim
    View
  • Claims Advocacy
    Director
    Claims Advocacy Oct 2021 - Present
    View
  • Time Advice Pty Ltd
    Senior Financial Planner
    Time Advice Pty Ltd Sep 2021 - Sep 2022
  • Time Advice Pty Ltd
    Director
    Time Advice Pty Ltd Feb 2011 - Sep 2021
    Time Advice Pty Ltd is a financial services hub offering direct financial, business and legal advice to owners of medium to large sized businesses, as well as executives and families.We help people in areas such as:1 Risk protection - Personal & Business2 Superannuation including Self managed super funds3 Investment planning4 Retirement planning5 Estate planning - Personal & BusinessDue to client demand, Time Advice also assists its clients with accounting, lending, private wealth, property and general insurance advice.
  • Financial Wisdom Ltd
    Certified Financial Planner
    Financial Wisdom Ltd Aug 2009 - Feb 2011
  • Anz Business Bank Financial Planning
    Senior Financial Planner
    Anz Business Bank Financial Planning May 2008 - May 2009
  • Futureplus Financial Services
    Financial Planner - Wealth Creation
    Futureplus Financial Services Oct 2004 - Apr 2008
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  • Futureplus Financial Services
    Senior Paraplanner
    Futureplus Financial Services Nov 2002 - Sep 2004
    View
  • Amp Financial Planning
    Paraplanner / Snr Paraplanner
    Amp Financial Planning Mar 2001 - Oct 2002

Anuj Shangle Skills

Succession Planning Self Managed Superannuation Funds Business And Personal Risk Insurance Estate Planning Superannuation Retirement Planning Wealth Management Investments Smsf Insurance Relationship Management Strategic Financial Planning Wealth Finance Risk Management Pensions Income Protection Mutual Funds Retirement Investment Strategies Investment Advisory Wealth Accumulation Financial Advisory Wealth Management Services Financial Planners Financial Services Asset Allocation Portfolio Management Critical Illness High Net Worth Individuals Life Insurance Financial Risk Disability Insurance Savings Debt Management Investment Management Term Life Insurance Financial Planning Self Managed Superannuation Funds

Anuj Shangle Education Details

Frequently Asked Questions about Anuj Shangle

What company does Anuj Shangle work for?

Anuj Shangle works for Claims Advocacy

What is Anuj Shangle's role at the current company?

Anuj Shangle's current role is Director, Claims Advocacy | Specializing in Complex Risk Insurance Claims to Help Clients Get What They Deserve | Partnering with Financial Advisors for Better Client Outcomes.

What is Anuj Shangle's email address?

Anuj Shangle's email address is an****@****.com.au

What is Anuj Shangle's direct phone number?

Anuj Shangle's direct phone number is +614040*****

What schools did Anuj Shangle attend?

Anuj Shangle attended Financial Planning Association Of Australia, Smsf Association, Edith Cowan University, Delhi University.

What skills is Anuj Shangle known for?

Anuj Shangle has skills like Succession Planning, Self Managed Superannuation Funds, Business And Personal Risk Insurance, Estate Planning, Superannuation, Retirement Planning, Wealth Management, Investments, Smsf, Insurance, Relationship Management, Strategic Financial Planning.

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