Ravinder Taneja Email & Phone Number
Senior Financial Planner @ AIA Financial Wellbeing
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Ravinder Taneja Location
- Melbourne, VIC, AU
Ravinder Taneja Work
- Senior Financial Planner @ (May 2025 - Present)
- Financial Planner @ (October 2018 - July 2025)
- Financial Advisor @ (October 2018 - November 2021)
- Financial Planner @ Yellow Brick Road Weath Management (June 2016 - October 2018)
- Store Manager @ All Phones - Vodafone Franchise (July 2015 - October 2016)
- Regional Head Relationship, Bancassurance and Wealth Management @ (August 2013 - February 2015)
- Manager Bancassurance and Wealth Advice @ (October 2008 - July 2013)
- Financial Advisor @ (February 2005 - September 2008)
Ravinder Taneja Education
- Monarch Institute
Advance Diploma (Financial Planning and Services)
2017-2017 - Kaplan Professional
Certificate (Tax for Financial Advising)
2016-2016 - Monarch Institute
Diploma (Financial Planning and Services)
2016-2016 - The National Finance Institue
Certificate IV (Mortgage Broking and Financial Services)
2016-2016 - Jaipuria Institute of Management
Masters in Business Administration (Finance and Financial Management Services)
2003-2005 - Guru Nanak Dev University
Bachelor of Science (B.Sc.) (Information Technology)
2000-2003
Ravinder Taneja Skills
- Wealth Management
- Private Banking
- Mutual Funds
- Life Insurance
- Branch Banking
- Financial Planning
- Team Management
- Asset Business
- Retail Banking
- Business Development
- Investments
- Credit
- Relationship Management
- Financial Services
- Portfolio Management
- Banking
- Cross Selling
- Cluster
- Business Relationship Management
Ravinder Taneja Summary
- Ravinder Taneja, based in Melbourne, VIC, AU, is currently a Senior Financial Planner at AIA Financial Wellbeing. Ravinder Taneja brings experience from previous roles at AIA Financial Wellbeing, Commonwealth Bank, Yellow Brick Road Weath Management and All Phones - Vodafone Franchise. Ravinder Taneja holds a 2017 - 2017 Advance Diploma in Financial Planning and Services @ Monarch Institute. With a robust skill set that includes Wealth Management, Private Banking, Mutual Funds, Life Insurance, Branch Banking and more. Ravinder Taneja has 1 emails and 1 mobile phone numbers on RocketReach.
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