Anjali Mathur
DipFP, BSc (Hons) - Financial Adviser Authorised Representative - ARN: 1269972
Fiducian Financial Services Canberra
Australian Capital Territory
- admin@provident.net.au
- Phone
- 02 6162 2656
- Address
-
26-28 Napier Close, Deakin ACT 2600
Locked Bag 5, Deakin ACT 2600
About Anjali Mathur
Anjali has over 10 years of financial services industry experience. Living and working in New York City during the GFC solidified her ambition to help families reach their financial goals through the good times and bad. She left the Big Apple and moved ‘across the pond’ to be with her husband in North East England (Durham). There she spent seven years and have two children, Anjali and her husband decided to make the move to Australia in July 2016. Shortly, thereafter she joined the Fiducian Canberra team in January 2017. Anjali has worked closely with Cameron Darrow during her five years with Fiducian Canberra.
Anjali holds a Diploma in Financial Planning as well as a Bachelor of Science with Honours in Accounting and Finance.
Advice Areas
- Commonwealth Superannuation Schemes (CSS, PSS, DFRDB, MilitarySuper, PSSap and ADF Super)
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Life Insurance
- Cash Flow Planning
- Centrelink
- Departments of Veterans' Affairs
- Aged Care
- Estate Planning
- Debt Management
- Salary Packaging
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Government Debentures, Stocks or Bonds
- Government Debentures, Stocks or Bonds
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
Retirement Savings Account Products
- Retirement and Savings Account Products
Securities
- Securities
Superannuation
- Superannuation – All
- A person’s existing holding in a superannuation product
About Anjali Mathur
Anjali has over 10 years of financial services industry experience. Living and working in New York City during the GFC solidified her ambition to help families reach their financial goals through the good times and bad. She left the Big Apple and moved ‘across the pond’ to be with her husband in North East England (Durham). There she spent seven years and have two children, Anjali and her husband decided to make the move to Australia in July 2016. Shortly, thereafter she joined the Fiducian Canberra team in January 2017. Anjali has worked closely with Cameron Darrow during her five years with Fiducian Canberra.
Anjali holds a Diploma in Financial Planning as well as a Bachelor of Science with Honours in Accounting and Finance.
Advice Areas
- Commonwealth Superannuation Schemes (CSS, PSS, DFRDB, MilitarySuper, PSSap and ADF Super)
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Life Insurance
- Cash Flow Planning
- Centrelink
- Departments of Veterans' Affairs
- Aged Care
- Estate Planning
- Debt Management
- Salary Packaging
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Government Debentures, Stocks or Bonds
- Government Debentures, Stocks or Bonds
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
Retirement Savings Account Products
- Retirement and Savings Account Products
Securities
- Securities
Superannuation
- Superannuation – All
- A person’s existing holding in a superannuation product