Pravesh Daya
CFP® GradDipFinPlan BBus(Acct)
Senior Private Client Adviser
With a thorough understanding of investment markets, legal structures, taxation, superannuation and risk protection, I am skilled at making the complex simple and the simple compelling
Pravesh has been working in financial services since 1997. A CERTIFIED FINANCIAL PLANNER®, Pravesh also holds a Specialist Accreditation in Self-Managed Superannuation Funds, Post Graduate Diploma in Financial Planning and a Bachelor of Business (Accounting). His qualifications and extensive experience make Pravesh uniquely positioned to advise executives, professionals, business owners and retirees in creating, managing and protecting their wealth as they transition through their various stages in life.
Investment Style
Pravesh values personal relationships and firmly believes in partnering with his clients over the long-term to help them achieve their financial goals. After gaining a deep understanding of your hopes, dreams and fears, he implements a very personalized process to develop a strategy tailored for you. Using an investment led holistic advice methodology, Pravesh ensures that you remain on track to achieve your goals.
Services and Specialties
Retirement and Estate Planning
Self-Managed Super Funds
Superannuation Advice
Financial Planning
Personal Insurance
Stockbroking
Qualifications and Professional Affiliations
Bachelor of Business (Acct)
Tier 1 Margin Lending - Personal Advice
Ethics and Professional Relationships
CFP Education Program
Graduate Diploma in Financial Planning
Associations
CFP® Member of the Financial Planning Association of Australia
Competencies
Securities
Superannuation
Life Insurance
Margin Lending
Generic
Managed Investments
Financial Planning
I am employed by Forefront Financial Services which operates the business of Morgans Financial Limited - Milton. My employer remunerates me by way of percentage of fees.
I am employed by Forefront Financial Services which operates the business of Morgans Financial Limited - Milton and Springfield-Ipswich. My employer remunerates me as your adviser by percentage of fees.
