Janahan Kumaralingam

Janahan Kumaralingam Email and Phone Number

Private Client Advisor at Vostro Private Wealth @ Vostro Private Wealth
17-19 Chessell st, Southbank,Victoria 3006,Australia
Janahan Kumaralingam's Location
Greater Melbourne Area, Australia
Janahan Kumaralingam's Contact Details

Janahan Kumaralingam phone numbers

About Janahan Kumaralingam

Janahan Kumaralingam is a Private Client Advisor at Vostro Private Wealth at Vostro Private Wealth. They possess expertise in retirement planning, wealth management, strategic financial planning, investments, estate planning and 11 more skills.

Janahan Kumaralingam's Current Company Details
Vostro Private Wealth

Vostro Private Wealth

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Private Client Advisor at Vostro Private Wealth
17-19 Chessell st, Southbank,Victoria 3006,Australia
Website:
vostroprivate.com.au
Employees:
13
Janahan Kumaralingam Work Experience Details
  • Vostro Private Wealth
    Private Client Advisor
    Vostro Private Wealth Sep 2014 - Present
    17-19 Chessell Street Southank Vic 3006
    Source new business and referral sources. Manage existing client relationships, including assessment of client’s risk adversity and understanding of needs and motivations of existing clients. Demonstrate an understanding of the various products, services and strategies available, including legislation and tax implications. Apply technical knowledge to presenting complex SOAs.
    View
  • Sy Financial Services Pty Ltd
    Financial Planner
    Sy Financial Services Pty Ltd Aug 2010 - Sep 2014
    Melbourne, Australia
    Source new business and referral sources.Manage existing client relationships, including assessment of client’s risk adversity and understanding of needs and motivations of existing clients.Demonstrate an understanding of the various products, services and strategies available, including legislation and tax implications.Apply technical knowledge to writing and presenting complex SOAs.
  • Sy Financial Services
    Paraplanner
    Sy Financial Services Aug 2007 - Aug 2010
    Melbourne, Australia
    Produce advice documents to meet the clients’ needs based on strategy.Demonstrate strong knowledge of investment and risk concepts and markets.Demonstrate a thorough understanding of various products, services and strategies, including legislation and tax implications.
  • Primary Superannuation Services
    Guild Consultant
    Primary Superannuation Services Aug 2006 - Aug 2007
    Allocate contributions, including employer, member and roll-overs.Database management (new employers, new members, terminate employers, update member/employer details).Respond to client complaints and general queries both written and oral.Administer Family Law claims and financial hardship.

Janahan Kumaralingam Skills

Retirement Planning Wealth Management Strategic Financial Planning Investments Estate Planning Retirement Investment Advisory Wealth Superannuation Investment Strategies Pensions Portfolio Management Income Protection Financial Planners Wealth Accumulation Smsf

Janahan Kumaralingam Education Details

  • Kaplan Professional Education
    Kaplan Professional Education
    Self Managed Superannuation Funds
  • Kaplan Professional Education
    Kaplan Professional Education
    Financial Planning And Services
  • Fpa Australia
    Fpa Australia
    Completed
  • Kaplan Professional Education
    Kaplan Professional Education
    Financial Planning And Services
  • Monash University
    Monash University
    Business & Commerce (Accounting)
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  • Lyndale Secondary College
    Lyndale Secondary College

Frequently Asked Questions about Janahan Kumaralingam

What company does Janahan Kumaralingam work for?

Janahan Kumaralingam works for Vostro Private Wealth

What is Janahan Kumaralingam's role at the current company?

Janahan Kumaralingam's current role is Private Client Advisor at Vostro Private Wealth.

What is Janahan Kumaralingam's direct phone number?

Janahan Kumaralingam's direct phone number is +614032*****

What schools did Janahan Kumaralingam attend?

Janahan Kumaralingam attended Kaplan Professional Education, Kaplan Professional Education, Fpa Australia, Kaplan Professional Education, Monash University, Lyndale Secondary College.

What skills is Janahan Kumaralingam known for?

Janahan Kumaralingam has skills like Retirement Planning, Wealth Management, Strategic Financial Planning, Investments, Estate Planning, Retirement, Investment Advisory, Wealth, Superannuation, Investment Strategies, Pensions, Portfolio Management.

Who are Janahan Kumaralingam's colleagues?

Janahan Kumaralingam's colleagues are Jenesa Rose Mamalias, Vostro Private B.acc, Finsia,cfp, Ssa, Chris Baxter, Trisha Mae Abapo, Huseyin Djemal, Cameron Jordan, Gemma Ciardulli.

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