CU Financial
  Planning

Our Services:

Anjan Das is a Senior Financial Planning Practitioner with Post Graduate qualifications. He has over 33 years of Financial Services experience in Retail Banking and Business Banking, Mortgages, Lending including 18 years a Senior Financial Planner.

He started his Financial Planning career in Credit Union and has been providing comprehensive service to Credit Union members.

He started his Financial Planning career in a Credit Union and provided comprehensive service to Credit Union members and now as a Practice Principal to his clients in his Boutique Financial planning Practice.

He is a Certified Financial Planner and a Senior Fellow of FlNSlA and member of Financial Planning Association and also a Senior Assessor / Marker for Post Graduate courses run by FINSIA / KAPLAN Higher Education.

Our Slogan

Come to us for all your financial planning, superannuation, insurance and investment needs. We charge Fee for Service and can work in consultation with your accountant.

We offer a broad range of Services designed to work together to meet your financial needs:

Superannuation:
Review your current structure including your employer fund, Salary sacrifice, Personal tax deductible contributions, Insurance through Super, Government Co contributions, Transition to Retirement etc.

Investments
Think of investing outside Superannuation to increase your wealth, Gearing, structured products etc

Insurance:
Protect your loved ones, lifestyle and business, asset ownership and business succession.

Specialist Services:
We can help with your complex business and finance needs, business planning, salary packaging, retrenchment and redundancy advice, social security, estate planning.

For more information, visit our dedicated website at www.cufinancial.com.au