Our team

 

Kris Agrawal

Kris is highly accomplished and experienced Financial Planner and Mortgage Consultant. He successfully manages Finance and Mortgage projects from inception to completion. Implements a results-driven, analytical and logical approach to achieve strategic and tactical goals.

Specialise in
  • Financial planning
  • Small business advice
  • Banking solutions
  • Investment planning
  • Superannuation
  • SMSF
  • Salary packaging
  • Wealth management
  • Debt management
  • Wealth protection
  • Company insurance
  • Personal insurance
  • Group Insurance
  • Retirement planning
Memberships and Associations
  • Mortgage & Finance Association of Australia (MFAA)
  • Financial Ombudsman Service (FOS)
  • Financial Planning Association of Australia (FPA)
Qualifications
  • Diploma in Financial Services (Financial Planning)
  • Certificate IV in Financial Services (Finance/Mortgage Broking)
  • Chartered Accountant (Institute of Chartered Accountants of India)
  • Final I.C.W.A. (Institute of Cost & Works Accountants of India)
Testimonials

" Kris is very passionate about his advice and helping us to sort it out our finance and we now feel that we are with right person of our life"
Adarsh Babaji & Sushma Babaji

Sweta Thakar

Sweta is Mortgage Support Officer, with excellent skill of loan processing, liaising with various financial institution and resolving customer complaints. Well understanding in mortgage clients and providing high quality loan processing service.