Financial Planner & Client Services Specialist
“Resilient and striving to achieve”
3 words that describe yourself:
Polite, caring & focused
Rushan was a Financial Broker for 20 years and resigned as CEO when he migrated to Australia.
He decided to pursue a career in Financial Planning and working as a Client Services Specialist has enabled him to learn and develop his Financial Planning skills within a short period of time. Rushan has always enjoyed working with Financial Planners and assisting their clients by providing excellent service delivery. He has developed strong relationships with both internal and external stakeholders that support the business.
Rushan is focussed on continually developing his industry knowledge and skills through both on the job learning and ongoing professional education as a pathway towards a future advisory role. He strongly believes that his knowledge, experience and ‘want to help people’ attitude will be highly valued in his career as a successful Financial Planner.
Rushan has completed the Certificate IV in Finance and Mortgage Broking and a Diploma and Advanced Diploma of Financial Planning.
Outside of work Rushan is a keen enthusiast of sports and enjoys cricket, rugby, Formula 1 and Moto GP. He also loves camping, fishing, barbeques and connecting with new people.