Shan Muthukuda CFP®

Experience

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  Avenue Capital Management

  Jun 2007 - Jul 2010

  Paraplanner
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  ThePrimeAdvisoryGroup

  Jul 2010 - Apr 2013

  Strategy Specialist

  I was involved in formulating complex planning strategies such as: - Strategies for high net worth clients - Trust, Company structures and SMSFs.- Risk management techniques and portfolio building based on client objectives and goals. - Salary Packaging.- Redundancy.- Gearing Strategies.- Retirement planning, cash flow projections and Centrelink benefits.- Superannuation / pension strategies.- Tax planning issues.

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  BT Financial Group

  Apr 2013 - Jan 2014

  Senior Paraplanner

  Working at BTFG I was involved in: - Preparation of complex financial plans.- Training and Development of Para planners / Financial Planners. - Complete SoA quality / compliance checks. - Maintain a healthy relationship with internal customers.

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  Westpac Group

  Jan 2014 - Jan 2016

  I'm proud to be part of Westpac's wealth management team. My employment and academic history has helped in developing my skills and knowledge to pursue a long-term career in the Financial Planning industry. As a Certified Financial Planner with the Financial Planning Association (FPA), I strive to assist clients in achieving financial independence and understanding the tools that deliver it. As an adviser in the Westpac branch network, I have helped many individual clients in achieving their dreams Show less At Westpac Group Learning, key responsibilities and aspects of my role include:- Coaching, Training & Development: - Engage and motivate financial advisers, provide development opportunities feedback and coaching. - Support and/or conduct detailed training analysis including learner analysis in order to contribute to the detailed learning strategy to build target specialised capability.- Partner with Learning Delivery and Assurance to ensure solutions meet external accreditation/ compliance requirements and ensure successful implementation of solutions.- Ensure the ongoing Professional Development of Advisers. Provide coaching, and training to help them meet a Westpac standards and maintain technical knowledge, internal policies, compliance requirements and grow their capabilities. Show less

  • Advanced Financial Planner

    Jan 2015 - Jan 2016

  • Capability Practice Manager

    Jan 2014 - Jan 2015
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  Suncorp Group

  Jan 2016 - Jan 2020

  Wealth Adviser

  I'm delighted to be part of Suncorp Group - a top 20 ASX-listed company . Being a wealth adviser, I look after a portfolio of individual investors. Currently I'm managing a portfolio over $50M of retirement and investment assets. I believe in building long-term relationship with our clients and understand the need to provide a value oriented, holistic financial planning service. I work closely with my clients to prepare and implement comprehensive wealth accumulation, retirement planning, risk management, tax and estate planning strategies. Show less

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  KPMG Australia

  Jan 2020 - Nov 2022

  Consultant (SME) - Financial Advice Remediation - Audit Assurance and Risk Consulting

  As a Subject Matter Expert, I contribute and represent KPMG in one of the largest Financial Advice Remediation programs in the country. Large part of my work involves quality assurance and audit, risk management, methodology, policy & governance, project management, team lead, workflow management and training & development functions.

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  Galleon Capital & Advisory

  Jan 2023 - now

  Galleon Capital & Advisory Pty Ltd is specialied in Financial Advice, Private Wealth Management, Superannuation & Retirement Planning, Personal/Business Protection, Cashflow & Debt Management Centrelink Advice and Tax Planning Strategies. At Galleon, we focus our efforts and expertise on what's really important to our clients and provide the best tailored advice that makes a difference to their lives.As a wealth adviser I'm focused helping our clients fulfilling their financial goals and objectives Show less

  • Licensed Mortgage Broker

    Feb 2024 - now

  • Director | Wealth Adviser

    Jan 2023 - now