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Anand Gupta

Wealth Mantra Financial Planning

Bronze
7 Yrs Experience
Osborne Park, WA 6017

A seasoned financial adviser with a wealth of experience spanning over 15 years in accounting and migration. Holding the titles of Chartered Accountant and Registered Migration Agent, Anand seamlessly integrates his expertise to transform dreams into reality with personalised financial solutions.

Anand established a thriving accounting firm in 2007 and has navigated senior roles in corporate giants before venturing into his own entrepreneurial pursuits. Presently, Anand expertly blends his financial acumen with diverse insights to offer tailored and effective financial planning solutions for unique needs.

Anand's passion lies in meticulously crafting seamless financial pathways for individuals and businesses in Australia. His commitment to a holistic approach is evident in his dedication to turning challenges into successes and aspirations into tangible achievements.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

At a glance

  • Adviser status Bronze
  • First year providing advice 2017
  • Years of experience 7
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

Wealth Mantra Financial Planning

Suite 8, 176 Main St
Osborne Park, WA 6017

Opening hours

  • 8:30am – 4:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Interprac Securities

AFSL 246638