Lasanth Balendran Email & Phone Number
@nab.com.au
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Who is Lasanth Balendran? Overview
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Lasanth Balendran is listed as Financial Planner at Bridges Financial Services, a with 243 employees, based in Greater Brisbane Area, Australia. AeroLeads shows a work email signal at nab.com.au and a matched LinkedIn profile for Lasanth Balendran.
Lasanth Balendran previously worked as Financial Adviser at Mlc Australia and Advice Associate at Mlc Australia. Lasanth Balendran holds Bachelor’S Degree, Accounting And Finance from The University Of Queensland.
Email format at Bridges Financial Services
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AeroLeads found 1 current-domain work email signal for Lasanth Balendran. Compare company email patterns before reaching out.
About Lasanth Balendran
RG146 accreditations:• Superannuation• Risk Insurance (life,tpd,trauma & income protection)• Managed Investments• Retirement planning• Taxation• Client Engagement Strategies
Listed skills include Stakeholder Management, Financial Services, Project Delivery, Business Analysis, and 8 others.
Lasanth Balendran's current company
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Lasanth Balendran work experience
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Financial Adviser
Advice Associate
Client Review Planner - (Centralised Phone & Video Based Team)
Strategic Financial Advice – Providing comprehensive financial advice to clients across the country. Advice including wealth accumulation, risk protection, social security, retirement planning & cashflow analysis. With a heavy focus on a superior client experience & advice compliance. Providing Relief – Providing interim cover for on-going service clients while ensuring all advice obligations are met.Compliance Adherence – Ensuring all client files are compliant & addressing remediation requirements where appropriate. Project Management – Ensuring the ‘Central OSP – Phone’ project is completed with minimal risk and provide process improvements where necessary. Liaising with internal stakeholders with respect to new NABFP advice initiatives (Intra-fund, Scaled Advice & Comprehensive via Phone & Video).Mentoring – Mentoring and providing coaching to Wealth Associates.
Client Review (Secondment)
Client Remediation - Reviewing client files who were on a ongoing service package & determining if advice obligations were met from a best interest & servicing point of view. Compliance Adherence - Ensuring all files met our licensee & industry regulatory standards.
Wealth Advisor - Branch Based
Strategic Financial Advice - Providing comprehensive personal financial advice focusing on superannuation, risk protection & estate planning for the accumulator segment (Under 50).Sales Target Adherence – Ensuring new revenue is brought into the business from advice fees and insurance premiums. Relationship Management – Ensuring high quality business referral partner relationships are adequately maintained. Maintaining a cohesive relationship between the retail banking & wealth channels. Training & Coaching – Periodic coaching & training of banking staff with respect to financial planning to generate referrals.
Superannuation Sales Consultant
Adviser Services Specialist
Wealth Management Consultant: Customer Service Team
Sales & Service Assistant
Mortgage Management Consultant
Colleagues at Bridges Financial Services
Other employees you can reach at bridges.com.au. View company contacts for 243 employees →
Lee Gardiner
Colleague at Bridges Financial ServicesVictoria, Australia
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Mark Fitzpatrick
Colleague at Bridges Financial ServicesGreater Brisbane Area, Australia
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PA
Peter Arnell
Colleague at Bridges Financial ServicesGreater Adelaide Area, Australia
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ST
Sean T.
Colleague at Bridges Financial ServicesGreater Sydney Area, Australia
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JM
Jamie Moss
Colleague at Bridges Financial ServicesGreater Sydney Area, Australia
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CM
Carolyn Mcaliece
Colleague at Bridges Financial ServicesMildura, Victoria, Australia
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TK
Tamara Kelton
Colleague at Bridges Financial ServicesMillers Point, New South Wales, Australia
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TS
Tim Sinclair
Colleague at Bridges Financial ServicesBallarat Central, Victoria, Australia
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AR
Aileen Rutsch
Colleague at Bridges Financial ServicesRockhampton, Queensland, Australia
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Wendy Roper
Colleague at Bridges Financial ServicesGreater Melbourne Area, Australia
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Lasanth Balendran education
Frequently asked questions about Lasanth Balendran
Quick answers generated from the profile data available on this page.
What company does Lasanth Balendran work for?
Lasanth Balendran works for Bridges Financial Services.
What is Lasanth Balendran's role at Bridges Financial Services?
Lasanth Balendran is listed as Financial Planner at Bridges Financial Services.
What is Lasanth Balendran's email address?
AeroLeads has found 1 work email signal at @nab.com.au for Lasanth Balendran at Bridges Financial Services.
Where is Lasanth Balendran based?
Lasanth Balendran is based in Greater Brisbane Area, Australia while working with Bridges Financial Services.
What companies has Lasanth Balendran worked for?
Lasanth Balendran has worked for Bridges Financial Services, Mlc Australia, Nab, National Australia Bank, and Suncorp.
Who are Lasanth Balendran's colleagues at Bridges Financial Services?
Lasanth Balendran's colleagues at Bridges Financial Services include Lee Gardiner, Mark Fitzpatrick, Peter Arnell, Sean T., and Jamie Moss.
How can I contact Lasanth Balendran?
You can use AeroLeads to view verified contact signals for Lasanth Balendran at Bridges Financial Services, including work email, phone, and LinkedIn data when available.
What schools did Lasanth Balendran attend?
Lasanth Balendran holds Bachelor’S Degree, Accounting And Finance from The University Of Queensland.
What skills is Lasanth Balendran known for?
Lasanth Balendran is listed with skills including Stakeholder Management, Financial Services, Project Delivery, Business Analysis, Portfolio Management, Business Process Improvement, Relationship Management, and Management.
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