Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Praneeth Chindanur

Financial Advisor
Stanmore,NSW

Summary

Conscientious Financial Advisor with expertise in creating comprehensive financial plans tailored to meet individual needs. Knowledgeable on wide range of investment options and strategies to maximize financial security. Uses excellent understanding of markets, financial products and taxes to provide best advice and guidance to clients.

Overview

9
9
years of professional experience

Work History

Financial Advisor

MASU Financial Management
Sydney, NSW
03.2024 - Current
  • Interviewing prospective clients to determine financial status and objectives, discussing financial options and developing financial plans and investment strategies
  • Increased client satisfaction by providing personalized financial advice and investment strategies.
  • Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
  • Studied financial documents to identify potential areas needing improvement.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
  • Helped clients make informed decisions about financial future.
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
  • Advised clients on investments, retirement and estate planning.
  • Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.

Compliance and Training Manager

Professional Year at MASU Financial Management
3 2022 - Current
  • Monitoring compliance practices in staff appointment, review or termination; Advising the Compliance Committee on the state of compliance with, or breaches of, the Corporations Act, the ASIC Act, Privacy Act and other relevant laws, ASIC Regulatory Guides and Class Orders;
  • Recommending to the Compliance Committee appropriate action to be taken where practices are found to be wanting; Monitoring regulatory changes that impact MASU's operations and providing information and advice to the Compliance Committee in a timely manner;
  • Checking that MASU staff and advisers are provided information in a timely manner in relation to changes within MASU, changes in the industry and changes to regulatory requirements;
  • Reviewing at regular intervals documentation in relation to MASU's procedures, contracts with third parties, and this compliance manual to ensure that they remain current in relation to regulatory requirements; and Dealing with significant matters and issues raised in auditor reports and complaints summary reports.

Associate Financial Planner

MASU Financial Management
10.2019 - 03.2024
  • Preparation of Full Strategic financial plan (Property, SMSF, Contribution strategies, Future projections );
  • Preparation of Statement of Advice Products (Investments, Superannuation, Pension and Insurance);
  • Interview prospective clients to determine financial status and objectives;
  • Directing the collection of financial and personal information and preparation of budgets, reports and forecasts (Needs analysis);
  • Develop financial plans, investment strategies using Xplan and additional resources;
  • Monitor investment performance, reviewing and revising investment plans based on Client's goals and market changes

Accounts Receivable Officer

Prateek Capital Services, AR Agency for IBM India
10.2016 - 01.2021
  • Resolve AR Billing issues, improve billings operations and efficiency; Quality assurance program, including internal audits and client surveys; Maintain accounts invoice and coordinate monthly transfers to AR accounts, verify and preparing weekly reports

Financial Planning Intern

MASU Financial Management
08.2019 - 09.2019
  • Client support and Business development activities (Client Educational blogs and monthly newsletters ); Adviser support in preparation of Superannuation strategies and Insurance needs analysis; Accounts Reconciliation

Accounts Receivable Intern

Gokaldas Exports Ltd
06.2015 - 08.2015
  • Assess data and information to verify receivables and billing code accuracy; Verify export documentations to accurately analyse the receivables

Education

Graduate Diploma of Financial Planning -

Kaplan University
Online
10.2019 - 2022.05

Master of Banking and Finance -

Macquarie University
Macquarie Park, NSW
02.2017 - 2019.05

Bachelor of Business Management (Major in Finance) -

PES University
Bangalore
06.2013 - 2016.05

Skills

  • Xplan

  • Thomson Reuters Eikon

  • Portfolio Management

  • Budgeting and Forecasting

  • Equity Investments

  • Client Relationship Management

  • Financial Modelling

  • Capital Market Trends

  • Investment planning

  • Debt management

  • Regulatory Compliance

  • Cash Flow analysis

References

  • Bradley Jannar, Senior Mortgage Broker, MASU Group, Bradley.Jannar@masu.com.au, 0458 060 391
  • Anthea Barbeau, Administrator, MASU Group, Anthea.Barbeau@masu.com.au, 0418 888 209

Timeline

Financial Advisor

MASU Financial Management
03.2024 - Current

Associate Financial Planner

MASU Financial Management
10.2019 - 03.2024

Graduate Diploma of Financial Planning -

Kaplan University
10.2019 - 2022.05

Financial Planning Intern

MASU Financial Management
08.2019 - 09.2019

Master of Banking and Finance -

Macquarie University
02.2017 - 2019.05

Accounts Receivable Officer

Prateek Capital Services, AR Agency for IBM India
10.2016 - 01.2021

Accounts Receivable Intern

Gokaldas Exports Ltd
06.2015 - 08.2015

Bachelor of Business Management (Major in Finance) -

PES University
06.2013 - 2016.05

Compliance and Training Manager

Professional Year at MASU Financial Management
3 2022 - Current

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