Advance Diploma In Financial Planning (Financial Planning and Services)
2014 - 2015
Monarch Institute
Diploma In Financial Planning (Financial Planner (RG-146))
2013 - 2014
International Management Institute - IMI
PGDBM (Marketing & Finance)
1999 - 2002
Delhi University
B Com (Pass) (commerce)
1996 - 1999
Naval Public School
CBSE (commerce)
1994 - 1996
University of Canberra
Data Analytics Fundamentals (Accounting and Finance)
Puneet Puri's Skills
Wealth Management
Private Banking
Retail Banking
Banking
Investments
Portfolio Management
Management
Equities
Financial Services
Relationship Management
Puneet Puri's Summary
Puneet Puri, based in Adelaide, SA, AU, is currently a Home and Investment Lending Manager at ANZ, bringing experience from previous roles at My Magic Maths, BankSA and Standard Chartered Bank. Puneet Puri holds a 2014 - 2015 Advance Diploma In Financial Planning in Financial Planning and Services @ Monarch Institute. With a robust skill set that includes Wealth Management, Private Banking, Retail Banking, Banking, Investments and more, Puneet Puri contributes valuable insights to the industry. Puneet Puri has 2 emails on RocketReach.