Lucky Manna

With over 18 years of experience as a passionate and dedicated Certified Financial Planner since 2007, I specialize in helping clients achieve their financial and lifestyle goals. My expertise spans across Retirement planning, maximizing superannuation, Self-Managed Super Funds (SMSF), tax planning, wealth creation, insurance advice, aged care, cashflow management, debt management, estate planning and family separation.

I am committed to providing personalized financial advice that empowers clients to make informed decisions. My strong technical skills and ability to foster deep, meaningful, long-term relationships enable me to guide clients towards financial independence and living life on their terms.

Qualifications:

· Master of Business Administration (MBA) with a sub-major in Finance & Accounting- University of Technology

· Certified Financial Planner (CFP), Aged Care Specialist – Financial Planning Association of Australia

· SMSF Accreditation through -Cavendish

· Advanced Diploma in Financial Planning – Kaplan

· Diploma in Financial Planning – Kaplan

· Bachelor of Commerce, Major in Accounting- University of Mumbai

Areas of Expertise:

· Extensive knowledge in aged care, cashflow management, debt management, and estate planning

· Proven experience in family separation and insurance advice, ensuring comprehensive financial security for clients.

· Expertise in retirement planning, helping clients prepare for a secure and fulfilling retirement.

· Skilled in maximizing superannuation and tax planning to enhance clients' financial portfolios.

· Strong background in wealth creation strategies tailored to individual client needs.

I am dedicated to increasing financial independence among Australians. My approach is centred on building long-term relationships based on trust and a deep understanding of each client's unique circumstances and aspirations.