"Planning gives you the power to take control of your future by making the right decisions today."
Ajit moved to the Northern Territory in 2013 and has since been in love with its culture and the community-living that's unique to the Territory. Ajit started his financial services journey by passing his Chartered Financial Analyst, Level 1 exam in 2012. Ajit was a Senior Auditor with KPMG before joining Morgans in 2017.
Services and specialities
- Financial Planning
- Fixed Interest and Cash Management
- Personal Insurance
- Portfolio Administration
- Superannuation Advice
Investment Style
Ajit enjoys working closely with his clients to understand what they would like to achieve in terms of their personal and financial goals. He considers wealth creation as well as wealth protection strategies for his clients. He may use quality financial products that suit the client's profile, to help them reach their goals in the best possible manner.
Industry Education & Experience
Qualifications
- Diploma in Financial Planning, Kaplan, 2018
- Master of Accounting, Charles Darwin University, 2014
- CFA Level 1, CFA Institute, 2012
Approved Competencies
- Financial Planning
- Generic
- Life Insurance
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by NT Capital Pty Ltd which operates the business of Morgans Financial Limited - Darwin. My employer remunerates me as your adviser by way of salary and percentage of fees. As a shareholder of NT Capital Pty Ltd, I may be entitled to a share of profits.