- Reading
- Animal Care
Praneeth Chindanur
Stanmore,Australia
Summary
Financial professional with proven track record of delivering comprehensive financial advice and solutions. Known for strong analytical skills and ability to develop effective financial strategies. Collaborative team player with focus on achieving client satisfaction and adapting to changing market conditions.
Overview
10
10
years of professional experience
Work History
Financial Advisor
Campbell Private Wealth Pty Ltd
01.2025 - Current
- Prepare and prioritise professional, high quality and tailored Statement of Advice documents
- Prepare strategy notes and client meeting packs and fully brief the adviser prior to client meetings
- Prepare research notes for presentation to investment committee meetings and clients
- Assist Director in reviewing and rebalancing current portfolio asset allocation against target and document portfolio changes
- Ensure compliance throughout the preparation and delivery of all financial planning documentation and advice
- In conjunction with the advice from the Director, determine the most effective means for implementing all strategies produced
- Prepare relevant attachments including proposed portfolio, projected income and growth and tax summaries to support strategies being recommended
- Under the guidance of the Director, responsible for various components of the client onboarding process
- Solve technical problems and issues, liaising with IT providers
- Perform detailed analysis and financial modelling, including cash flow analysis, risk analysis, debt and gearing analysis and projections
- Consult external technical sources to supplement working knowledge of technical and investment strategies as required, for example ATO, Tax Lawyers etc
- Assist in resolving all client, accountant and other third party enquiries
- Report any actual or potential breaches of law that are identified by you in the course of performing your duties must be reported to the Director
- Complete other tasks as directed
Financial Advisor
MASU Financial Management
03.2024 - 01.2025
- Advise clients on financial strategies, enhancing satisfaction and loyalty
- Analyze risk tolerance to tailor investment portfolios, achieving measurable results
- Develop retirement plans to maximize savings, ensuring clients' future security
- Build strong client relationships, fostering trust and generating referrals
- Assist clients in financial planning and transactions, meeting diverse financial goals
- Guide clients in making informed decisions about their financial future, offering expert advice on investments, retirement, and estate planning strategies
- Leverage industry events and networking to stay current on market trends, applying cutting-edge strategies to maximize client portfolio performance and growth
- Analyze client risk profiles to craft tailored investment strategies, driving portfolio optimization and measurable growth in line with financial goals
- Foster enduring client relationships through personalized financial guidance, resulting in high retention rates and a steady stream of referrals
- Implement cutting-edge market trend analysis to enhance portfolio performance, consistently outpacing industry benchmarks
- Develop comprehensive retirement plans that maximize savings potential, ensuring long-term financial security for a diverse client base
- Interview clients to assess goals, customize plans, and optimize investment strategies
- Analyze portfolios, identify risks, and adjust strategies for better financial outcomes
- Collaborate with senior advisers to develop comprehensive financial plans
- Implement asset allocation strategies to enhance client returns and track performance
- Guide clients through complex decisions with clear explanations and empathetic support
Compliance and Training Manager
MASU Financial Management
03.2022 - 01.2025
- Advise Compliance Committee on legal adherence, ensuring timely updates and strategic actions
- Monitor and report on regulatory changes, enhancing operational compliance and staff awareness
- Review procedures and contracts regularly, addressing audit and complaint issues effectively
- Proactively track industry shifts, providing strategic insights to the Compliance Committee, ensuring MASU stays ahead of regulatory changes
- Meticulously review and update MASU's documentation, procedures, and third-party contracts to maintain alignment with evolving regulatory requirements
- Facilitate timely dissemination of crucial information to staff and advisers, fostering a well-informed and compliant work environment
- Address significant matters raised in audit and complaint reports, driving continuous improvement in MASU's compliance practices
- Analyze regulatory changes, providing strategic insights to the Compliance Committee
- Ensure MASU stays ahead of industry shifts through proactive tracking
Provisional Financial Adviser
MASU Financial Management
12.2022 - 03.2024
- Developing competencies in technical knowledge, client care, regulatory compliance, and professionalism during the professional year
- Provide clear explanations and empathetic support to guide clients through complex financial decisions, ensuring understanding and confidence
- Partner with senior advisers to develop comprehensive financial plans, leveraging collective expertise for client benefit
- Implement tailored asset allocation strategies, continuously monitoring and adjusting to maximize client returns and track performance
Trainee Financial Advisor
MASU Financial Management
10.2019 - 12.2022
- Developed comprehensive financial plans enhancing client investment strategies and outcomes
- Conducted client interviews to tailor financial advice, improving satisfaction and retention
- Prepared detailed strategic financial plans and statements, optimizing client portfolios
- Directed data collection for needs analysis, ensuring accurate budgets and forecasts
- Monitored and adjusted investment plans, achieving measurable improvements in client goals
- Craft tailored Statements of Advice for investments, superannuation, pensions, and insurance, driving measurable improvements in clients' financial positions
- Conduct in-depth client interviews to assess financial status and objectives, fostering strong relationships and ensuring personalized financial solutions
- Oversee collection of financial data, prepare budgets and forecasts, conducting thorough needs analysis to inform strategic decision-making
- Proactively monitor investment performance, revising strategies to align with evolving client goals and market dynamics, and ensuring adaptable financial plans
Accounts Receivable Officer
Prateek Capital Services
10.2016 - 01.2017
- Company Overview: AR Agency for IBM India
- Performed accounts reconciliation, ensuring financial accuracy and integrity
- Conducted comprehensive superannuation strategies and insurance needs analyses, enhancing client financial planning outcomes
- Developed engaging client educational blogs and newsletters, boosting client retention and fostering financial literacy
- Performed meticulous accounts reconciliation, ensuring accuracy and compliance in financial records
- Supported senior advisers in strategy preparation, contributing to improved client service and team efficiency
- Resolved billing issues, enhancing efficiency and accuracy in AR operations
- Implemented quality assurance through audits and surveys, boosting client satisfaction
- Managed invoice maintenance and coordinated monthly AR transfers with precision
- Prepared and verified weekly reports, ensuring data integrity and reliability
- Streamlined AR billing processes, enhancing operational efficiency and reducing errors
- AR Agency for IBM India
Accounts Receivable Intern
Gokaldas Exports Ltd
06.2015 - 08.2015
- Analyzed export documentation to ensure receivables accuracy, implementing rigorous data assessment protocols for billing code verification
- Meticulously reviewed financial records, cross-referencing data to validate receivables and maintain precise billing code accuracy
- Streamlined receivables verification process, enhancing export documentation analysis efficiency and reducing billing discrepancies
- Partnered with cross-functional teams to optimize accounts receivable procedures, fostering improved communication and data integrity
- Proposed and implemented new strategies for export documentation review, leading to more accurate receivables analysis and billing code verification
Education
Graduate Diploma - Financial Planning
Kaplan University
05.2022
Master - Banking and Finance
Macquarie University
Macquarie Park, NSW05.2019
Bachelor of Business Management - Finance
PES University
Bangalore05.2016
Skills
- Xplan
- Portfolio Management
- Budgeting
- Forecasting
- Equity Investments
- Client Relationship Management
- Financial Modelling
- Capital Market Trends
- Investment planning
- Debt management
- Regulatory Compliance
- Cash Flow analysis
Personal Information
Title: Financial Advisor
Interests
Timeline
Financial Advisor
Campbell Private Wealth Pty Ltd
01.2025 - Current
Financial Advisor
MASU Financial Management
03.2024 - 01.2025
Provisional Financial Adviser
MASU Financial Management
12.2022 - 03.2024
Compliance and Training Manager
MASU Financial Management
03.2022 - 01.2025
Trainee Financial Advisor
MASU Financial Management
10.2019 - 12.2022
Accounts Receivable Officer
Prateek Capital Services
10.2016 - 01.2017
Accounts Receivable Intern
Gokaldas Exports Ltd
06.2015 - 08.2015
Master - Banking and Finance
Macquarie University
Graduate Diploma - Financial Planning
Kaplan University
Bachelor of Business Management - Finance
PES University
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