Raj Parmar

Raj Parmar

Personal Banker

Followers of Raj Parmar723 followers
location of Raj ParmarMelbourne, Victoria, Australia

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  • Timeline

  • About me

    Financial Planner | Risk Adviser | Insurance Specialist | Superannuation Advice | Retirement Planning

  • Education

    • FASEA

      -
      FASEA Exam
    • Monarch Institute Australia

      2016 - 2016
      Diploma of Financial Planning Financial Planning and Services
    • Maharaja Krishnakumarsinhji Bhavnagar University (MKBU)

      -
      Bachelor of Arts (B.A.) English
    • Kaplan Professional

      2020 -
      Graduate Diploma of Financial Planning Financial Planning and Services
  • Experience

    • ANZ

      Jul 2010 - Jun 2012
      Personal Banker
    • TeleChoice

      Jun 2012 - Jun 2013
      Business Development Manager
    • TAL Australia

      Jun 2013 - May 2016
      Insurance Adviser
    • Rate Detective

      May 2016 - Apr 2018
      Life Insurance & Superannuation Adviser
    • Aware Super

      Sept 2018 - Dec 2022

      Providing comprehensive specialist advice for personal risk insurance.

      • Insurance Specialist Adviser/Financial Adviser

        Apr 2020 - Dec 2022
      • Financial Adviser/Superannuation Adviser

        Sept 2018 - Apr 2020
    • MWL Financial Group

      Dec 2022 - Jan 2025
      Financial Planner | Insurance Specialist
    • Wealthrise Financial Planning

      Jan 2025 - now
      Senior Financial Advisor & Co-Founder
  • Licenses & Certifications

    • Diploma of Financial Planning

      Monarch Institute Australia
      May 2016
  • Honors & Awards

    • Awarded to Raj Parmar
      Rookie Adviser of the Year-FY 18/19 StatePlus Jul 2019
  • Volunteer Experience

    • Blood Donor

      Issued by The Australian Red Cross Blood Service on Mar 2011
      The Australian Red Cross Blood ServiceAssociated with Raj Parmar
    • Committee Member

      Issued by Brighton District Cricket Club on Aug 2015
      Brighton District Cricket ClubAssociated with Raj Parmar