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Prashant Nagarajan Email & Phone Number
Co-founder, Financial Adviser and Mortgage Adviser
at
FINNACLE
1 work email found
@yahoo.co.in
1 phone found area 142
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Co-founder, Financial Adviser and Mortgage Adviser
Location
Greater Melbourne Area, Australia, Australia
Company size
Who is Prashant Nagarajan? Overview
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Quick answer
Prashant Nagarajan is listed as Co-founder, Financial Adviser and Mortgage Adviser at FINNACLE, a company with 4 employees, based in Greater Melbourne Area, Australia, Australia. AeroLeads shows a work email signal at yahoo.co.in, phone signal with area code 142, and a matched LinkedIn profile for Prashant Nagarajan.
Prashant Nagarajan previously worked as Co-founder, Financial Adviser & Mortgage Adviser at Finnacle and Financial Planner at Yield Financial Planning. Prashant Nagarajan holds Masters In International Business from Griffith University.
Company email context
Email format at FINNACLE
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*@yahoo.co.in
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AeroLeads found 1 current-domain work email signal for Prashant Nagarajan. Compare company email patterns before reaching out.
Profile bio
About Prashant Nagarajan
I have 7+ years of experience in the Financial Services Industry. In this tenure, I have worked in a combination of roles such as a Financial Planner, Client Service Manager, Technical Analyst etc. I am now the Co-founder of Finnacle, where we help First-Home Buyer with affordable and accessible education, advice & support on their Journey. As a Financial Planner, I focus on providing the right financial solution by not only taking a client centric approach, but also a Value Centric Approach by primarily understanding my client’s values and belief system in order to provide a tailor made financial solution for them. ‘Nobody cares how much you know unless they know how much you care’ has always been a philosophy I strongly believe in and have built my career and personal life around humility, honesty, and transparency.I believe that the process of providing Financial Advice to a client is not a one-off transaction, but an ongoing partnership with their life’s journey. In order to help clients with their journey, I specialise in advising them on the following areas - Buying their First-Home-
Listed skills include Strategic Financial Planning, Investment Strategies, Risk Management, Wealth Management, and 8 others.
Current workplace
Prashant Nagarajan's current company
Company context helps verify the profile and gives searchers a useful next step.
Finnacle
7 roles
Prashant Nagarajan work experience
A career timeline built from the work history available for this profile.
Co-Founder, Financial Adviser & Mortgage Adviser
Current- Financial Advice for first home buyers & young families
- Provide Financial & Property Education to first home buyers eg: How it works, what is involved etc
- Creating a home deposit savings plan and empowering the younger generation in their home buying journey
- Mortgage Broking and Lending Advice,
- Advice on savings for home deposit using the First Home super savers scheme using their super
- Risk Management advice using cashflow planning and other financial instruments eg insurances etc
Sep 2017 - Present
Financial Planner
We are a financial planning firm based in Melbourne and Sydney, with a history of providing clients Genuine Fee for Service Financial Planning and investment advice, since 2006.Our advice includes:- Wealth Management- Retirement Planning- Self Managed Super Funds (SMSF)- Property Investment advice- Transition to retirement- Life insurance advice- Cashflow.
Oct 2015 - Sep 2017
Financial Planner
- Investment and Retirement Advice- Self Managed Super Fund- Home Equity and Margin Lending- Managed Funds and Direct Equities- Personal Risk Management- Business Risk Management (Buy/Sell agreement, Key Man Risk Mgmt etc)
Jan 2013 - Oct 2015
Financial Adviser
- Investment advice- Retirement planning- Personal Risk Management- Ongoing Client Management
Jun 2011 - Jan 2013
Client Services Manager
- Client Management- New Business Development- Sales and Marketing
Sep 2010 - Apr 2011
Technical Analyst
Sapphire Capital Services Pty Ltd
Technical Analyst (DJIA, FTSE 100 & ASX 300)
Nov 2008 - Feb 2010
1 education record
Prashant Nagarajan education
FAQ
Frequently asked questions about Prashant Nagarajan
Quick answers generated from the profile data available on this page.
What company does Prashant Nagarajan work for?
Prashant Nagarajan works for FINNACLE.
What is Prashant Nagarajan's role at FINNACLE?
Prashant Nagarajan is listed as Co-founder, Financial Adviser and Mortgage Adviser at FINNACLE.
What is Prashant Nagarajan's email address?
AeroLeads has found 1 work email signal at @yahoo.co.in for Prashant Nagarajan at FINNACLE.
What is Prashant Nagarajan's phone number?
AeroLeads has found 1 phone signal(s) with area code 142 for Prashant Nagarajan at FINNACLE.
Where is Prashant Nagarajan based?
Prashant Nagarajan is based in Greater Melbourne Area, Australia, Australia while working with FINNACLE.
What companies has Prashant Nagarajan worked for?
Prashant Nagarajan has worked for Finnacle, Yield Financial Planning, Anz, Amp Financial Planning, and Future Assist.
How can I contact Prashant Nagarajan?
You can use AeroLeads to view verified contact signals for Prashant Nagarajan at FINNACLE, including work email, phone, and LinkedIn data when available.
What schools did Prashant Nagarajan attend?
Prashant Nagarajan holds Masters In International Business from Griffith University.
What skills is Prashant Nagarajan known for?
Prashant Nagarajan is listed with skills including Strategic Financial Planning, Investment Strategies, Risk Management, Wealth Management, Investments, Marketing, New Business Development, and Insurance.
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