Prashant Nagarajan

Prashant Nagarajan Email and Phone Number

Co-founder, Financial Adviser and Mortgage Adviser @ FINNACLE
Melbourne, VIC, AU
Prashant Nagarajan's Location
Greater Melbourne Area, Australia
Prashant Nagarajan's Contact Details

Prashant Nagarajan work email

Prashant Nagarajan personal email

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Prashant Nagarajan phone numbers

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-

Prashant Nagarajan's Current Company Details
FINNACLE

Finnacle

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Co-founder, Financial Adviser and Mortgage Adviser
Melbourne, VIC, AU
Website:
finnacle.com.au
Employees:
4
Prashant Nagarajan Work Experience Details
  • Finnacle
    Co-Founder, Financial Adviser And Mortgage Adviser
    Finnacle
    Melbourne, Vic, Au
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  • Finnacle
    Co-Founder, Financial Adviser & Mortgage Adviser
    Finnacle Sep 2017 - Present
    Melbourne, Australia
    ▪ 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▪ Investment advise including shares, managed funds and other types of financial investments▪ Advice on superannuation and investments inside of superannuation
    View
  • Yield Financial Planning
    Financial Planner
    Yield Financial Planning Oct 2015 - Sep 2017
    123, Camberwell Road, Hawthorn East Vic 3123
    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 management- Share Investment advice- Redundancy advice- Divorce financial planning and advice- Aged CareThe Yield team have decades of experience, with qualifications including Degrees, Masters, Advanced Diplomas and CFP® status and we share knowledge regularly.
    View
  • Anz
    Financial Planner
    Anz Jan 2013 - Oct 2015
    Melbourne, Australia
    - 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)
    View
  • Amp Financial Planning
    Financial Adviser
    Amp Financial Planning Jun 2011 - Jan 2013
    Melbourne, Australia
    - Investment advice- Retirement planning- Personal Risk Management- Ongoing Client Management
    View
  • Future Assist
    Client Services Manager
    Future Assist Sep 2010 - Apr 2011
    Gold Coast
    - Client Management- New Business Development- Sales and Marketing
    View
  • Sapphire Capital Services Pty Ltd
    Technical Analyst
    Sapphire Capital Services Pty Ltd Nov 2008 - Feb 2010
    Gold Coast
    Technical Analyst (DJIA, FTSE 100 & ASX 300)

Prashant Nagarajan Skills

Strategic Financial Planning Investment Strategies Risk Management Wealth Management Investments Marketing New Business Development Insurance Financial Modeling Marketing Strategy Strategic Planning Retirement Planning

Prashant Nagarajan Education Details

Frequently Asked Questions about Prashant Nagarajan

What company does Prashant Nagarajan work for?

Prashant Nagarajan works for Finnacle

What is Prashant Nagarajan's role at the current company?

Prashant Nagarajan's current role is Co-founder, Financial Adviser and Mortgage Adviser.

What is Prashant Nagarajan's email address?

Prashant Nagarajan's email address is pr****@****o.co.in

What is Prashant Nagarajan's direct phone number?

Prashant Nagarajan's direct phone number is +614217*****

What schools did Prashant Nagarajan attend?

Prashant Nagarajan attended Griffith University.

What skills is Prashant Nagarajan known for?

Prashant Nagarajan has skills like Strategic Financial Planning, Investment Strategies, Risk Management, Wealth Management, Investments, Marketing, New Business Development, Insurance, Financial Modeling, Marketing Strategy, Strategic Planning, Retirement Planning.

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