Manjunath Anki

Paraplanner

Manju has over eight years of experience in the financial services industry, specialising in paraplanning and providing comprehensive support to financial advisers. He has extensive experience conducting detailed financial research, analysing complex financial information, and preparing high-quality Statements of Advice and financial planning documentation.

With strong technical knowledge and proficiency across a range of industry software, Manju plays an integral role in supporting advisers to deliver accurate, efficient, and client-focused advice. He is committed to maintaining the highest standards of professionalism, attention to detail, and confidentiality in every aspect of his work.

Qualifications

  • Bachelor of Business Management (Finance)

  • Master of Business Administration (MBA) (Finance)

  • Postgraduate Diploma in Management (Finance)