Anand Mehta's Location
Melbourne, Victoria, Australia
Anand Mehta's Work
- Home Loan Manager @ Lendi Group
- Financial Planner, Staff Financial Services @ Suncorp Group
- International Wealth Manager @ deVere Group
- Senior Financial Planner (Business Banking) @ NAB
- Senior Financial Planner (Retail Banking) @ ANZ
- Advanced Financial Planner (Retail Banking and Premium Financial Services) @ Westpac
- Financial Planner @ WP Financial Services Ltd
Anand Mehta's Education
- FPA
Certified Financial Planner (Financial Planning and Services)
2011 - 2015 - Swinburne University of Technology
MIS (Management Information Systems and Services)
2003 - 2004
Anand Mehta's Skills
- Retirement Planning
- Wealth Management
- Strategic Financial Planning
- Investments
- Portfolio Management
- Retirement
- Investment Advisory
- Estate Planning
- Investment Strategies
- Financial Advisory
Anand Mehta's Summary
Anand Mehta, based in Melbourne, Victoria, Australia, is currently a Home Loan Manager at Lendi Group, bringing experience from previous roles at Suncorp Group, deVere Group, NAB and ANZ. Anand Mehta holds a 2011 - 2015 Certified Financial Planner in Financial Planning and Services @ FPA. With a robust skill set that includes Retirement Planning, Wealth Management, Strategic Financial Planning, Investments, Portfolio Management and more, Anand Mehta contributes valuable insights to the industry. Anand Mehta has 1 email on RocketReach.
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