Sulo Kulendran Email & Phone Number

Sydney, New South Wales, Australia

As a trusted financial adviser, I specialise in providing strategic, holistic advice tailored to meet the diverse needs of my clients. With a strong focus on complex financial structures, I guide individuals, families, and businesses through every stage of their financial journey. My areas of expertise include investment advice, wealth protection, retirement planning, aged care guidance and SMSF (Self-Managed Super Funds). I am committed to delivering clear, actionable insights that empower clients to achieve their financial goals with confidence and peace of mind.

Sydney, Australia

In my current position, I specialise in offering expert financial advice tailored specifically for Aged Care. As an Accredited Aged Care Professional, I have extensive experience in guiding families through the complexities of the aged care system and ensuring they understand their financial options prior to moving a loved one into care. I also provide assistance with the financial aspects of moving a loved one into care by providing tailored guidance on how to navigate the Centrelink/DVA process over time. Building strong relationships with industry providers and professionals has been has been pivotal to the achievements in my role.

Sydney, New South Wales, Australia

- Provide holistic financial solutions and comprehensive financial advice to high net worth clients from initial meeting through to implementation and ongoing service.- Formulates tailored strategies and develops financial plans for a wide range of clients, including High Networth Clients- Excellent relationship development and communication skills to build and maintain a strong, trusting relationship with key business partners and stakeholders across the wider business- Empowers and provides tailored coaching to key business partners to effectively promote alignment of strategic targets for overall business success

Sydney, New South Wales, Australia

• Solid technical knowledge across Investment, Superannuation, Insurance (personal and risk), Retirement Planning and Estate Planning• Solid knowledge of financial planning products and processes• Sound understanding and knowledge of compliance requirements• Ability to analyse clients financial and risk requirements• Providing holistic financial solutions and comprehensive financial advice to clients from initial meeting through to implementation and review• Ability to formulate tailored strategies and develop tailored financial plans for a wide range of clients• Consistently exceed sales targets for financial planning and outperform in referral building benchmarks• Develop new business from internal and external sources, such as accountants and mortgage brokers• Implementation of retirement and investment planning advice, wealth creation, income streams, gearing, taxation and estate planning advice• Sustain strong long term relationships with clients as well as business partners within the organisation to ensure a constant flow of new business opportunities• Identifying opportunities to cross sell banking products• Fully compliant with all legislative and AFSL requirements• Conduct ongoing training (technical and sales focus) for business partners within the organisation

Graduate Diploma Of Business In Finance, Finance, General, Bachelors

Bachelor Of Science – Computing Science/Diploma Of Information Technology Professional Practice, Computer Science, Bachelors

Higher School Certificate