Welcome
Hello, I'm Raj Prasad.
As your financial planner, my job is to help you to achieve financial security and improve your financial wellbeing.
Whatever your financial needs and goals are, we can work with you to help you to reach your goals.
I have over 20 years of experience in financial management of national and multinational corporates. We believe that having the right qualifications, experience and attitude is critical to providing quality financial advice.
We have been serving our clients by providing quality financial advice on weath creation, wealth protection, wealth utilisation, taxation, accounting and mortgage & commercial financial solutions.
This business has grown from strength to strength. We now have a small but a dedicated team serving our clients.
The mission of Premium Financial & Retirement Solutions and its staff is to embrace shared values and a commitment to personal and professional development in providing quality advice to high value costumers, enriching their financial well being through a unique and rewarding customer experience whilst building long-term sustainable shareholder value for its owners.
We are committed to providing our clients with a comprehensive financial solution and assisting them to manage their total financial affairs.
Our flexibility of appointments is greatly appreciated by our clients.
I am blessed with a great family and am very fortunate to be working in the field I enjoy.
Please contact me for an honest and down to earth discussion.
Financial Services Guide
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Advice we specialise in
- Retirement planning
- Financial planning
- Small business advice
- Banking solutions
- Investment planning
- Superannuation
Qualifications
- Accredited Mortgage Consultant
- Diploma of Financial Services (Financial planning)
- Master of Commerce (in Finance)
- Master of Business Administration
- Bachelor of Arts (in Commerce)
- Diploma in Tropical Agriculture
Memberships and Associations
- CPA Australia Public Practicing Certificate
- Registered Tax Agent
- Fellow of CPA Australia
- Fellow of Taxation Institute of Australia
- Full Member of Mortgage Industry Association of Aust.
- Certified in Production & Inventory Management
- Certified Finanical Planner Member of Financial Planning Association of Australia
Experience
- AMPFP Financial Planner
- Public Accountant
- Business Advisor
- Small Business Coach
- Registered Tax Agent
- Mortgage Consultant
- Financial Controller (National & Multinational companies)
- Company Director