Anwer Ali Mohammed
Masters in Public Admin, Diploma in Financial Planning
Ali has been providing professional financial planning advice and solutions to clients.
Ali prides himself on developing excellent working relationships with all clients to provide comprehensive financial advice based on their individual needs and goals.
Master of Commerce (Accounting), Diploma of Mortgage and Finance Broking Management
Akbar has been providing professional Mortgage advice and solutions to variety of clients. He understands how to provide the best service and great results for his valued clients.
It is that commitment to recognising and meeting client’s needs which makes him a valuable asset to the team at Planet Insurance & Financial Planning.
Akbar prides himself on developing excellent working relationships with all clients to provide comprehensive Mortgage advice based on their individual needs and goals.
ParaPlanner / Compliance Manager, Advanced Diploma in Financial Planning
Nicole is an integral member of the team at Planet Insurance and Financial Planning. Nicole has been working in the Financial Planning industry for over 20 years.
Nicole assists with the preparation of our Statement of Advice documents for our Clients, which are individually tailored to meet our Clients' needs and ensure they can achieve their goals.
Nicole assists our Financial Planners and team members at Planet Insurance and Financial Planning to ensure the smooth running of:
PG Diploma, BBM - Finance
Barkha is our Client Services Officer and is a valued member of the team at Planet Insurance and Financial Planning.
Barkha is responsible:
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