"With a thorough understanding of investment markets, legal structures, taxation, superannuation and risk protection, I am skilled at making the complex simple and the simple compelling"
Pravesh has been working in financial services since 1997. A CERTIFIED FINANCIAL PLANNER®, Pravesh also holds a Specialist Accreditation in Self-Managed Superannuation Funds, Post Graduate Diploma in Financial Planning and a Bachelor of Business (Accounting). His qualifications and extensive experience make Pravesh uniquely positioned to advise executives, professionals, business owners and retirees in creating, managing and protecting their wealth as they transition through their various stages in life.
Services and specialities
- Financial Planning
- Personal Insurance
- Retirement and Estate Planning
- Self-Managed Super Funds
- Stockbroking
- Superannuation Advice
Investment Style
Pravesh values personal relationships and firmly believes in partnering with his clients over the long-term to help them achieve their financial goals. After gaining a deep understanding of your hopes, dreams and fears, he implements a very personalized process to develop a strategy tailored for you. Using an investment led holistic advice methodology, Pravesh ensures that you remain on track to achieve your goals.
Industry Education & Experience
Qualifications
- Bachelor of Business (Acct), USQ, 1994
- CFP Education Program, Deakin University, 2002
- Graduate Diploma in Financial Planning, Securities Institute, 2000
- Tier 1 Margin Lending - Personal Advice, Kaplan, 2020
- Ethics and Professional Relationships, QUT, 2020
Professional Associations
- CFP® Member of the Financial Planning Association of Australia
Approved Competencies
- Financial Planning
- Generic
- Life Insurance
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by Forefront Financial Services which operates the business of Morgans Financial Limited - Milton and Springfield-Ipswich. My employer remunerates me as your adviser by percentage of fees.