Our Team

 

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.

Advice I specialise in
  • Investments and strategic asset allocation
  • Budget and cashflow management
  • Debt management (including borrowing for personal and investment purposes)
  • Salary packaging
  • Superannuation strategies and retirement planning
  • Personal insurance
  • Estate planning
  • Centrelink and other government benefits
  • Ongoing advice and services, including regular portfolio reviews
General advice I provide
  • Small business advice
  • Estate planning

 

Akbar Nathani

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.

Advice I specialise in
    • Residential mortgages and home loans
    • Car loans
    • Commercial loans
    • Reverse mortgages

 

Nicole Spencer

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:

  • Managing and overseeing the complete the Implementation process for our Statement of Advice recommendations.
  • Assisting our Clients to understand the information and recommendations provided to them by our Financial Planners.
  • Providing support with knowledge and experience through the Financial Planning journey.
  • Building and maintaining relationships with our Clients and with internal and external Stakeholders such as Underwriters and Business Partnership Managers.
  • Ensuring our team meet all Compliance standards and requirements.
  • Training new staff members at Planet Insurance and Financial Planning.

 

Barkha Rattan

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:

  • Handling Client Enquiries
  • Managing Administration tasks
  • Preparing our Client Review meetings
  • Preparing and implementing our Newsletters and Marketing Campaigns
  • Assisting our Financial Planners with research requirements for our Clients
  • Assisting our ParaPlanner with Advice Presentation documents
  • Implementing our New Business requirements

 

 

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