Deep Enrich
Raj Parmar
Personal Banker
723 followers
Melbourne, Victoria, Australia
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About me
Financial Planner | Risk Adviser | Insurance Specialist | Superannuation Advice | Retirement Planning
Education
FASEA
-FASEA ExamMonarch Institute Australia
2016 - 2016Diploma of Financial Planning Financial Planning and Services.webp)
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 2012Personal Banker
TeleChoice
Jun 2012 - Jun 2013Business Development Manager
TAL Australia
Jun 2013 - May 2016Insurance Adviser
Rate Detective
May 2016 - Apr 2018Life Insurance & Superannuation Adviser
Aware Super
Sept 2018 - Dec 2022Providing comprehensive specialist advice for personal risk insurance.
Insurance Specialist Adviser/Financial Adviser
Apr 2020 - Dec 2022Financial Adviser/Superannuation Adviser
Sept 2018 - Apr 2020
MWL Financial Group
Dec 2022 - Jan 2025Financial Planner | Insurance Specialist
Wealthrise Financial Planning
Jan 2025 - nowSenior Financial Advisor & Co-Founder
Licenses & Certifications
Diploma of Financial Planning
Monarch Institute AustraliaMay 2016
Honors & Awards
- Awarded to Raj ParmarRookie 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
Associated with Raj ParmarCommittee Member
Issued by Brighton District Cricket Club on Aug 2015Associated with Raj Parmar
Languages
- enEnglish
- hiHindi
- guGujarati
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