Nish Puri
Director / Financial Adviser
Bachelor of Commerce (Banking & Finance)
Diploma (Financial Services)
2 decades in the industry gives valuable experience around all facets of the financial world. Working in banks and privately owned financial institutions since obtaining my Degree in Banking and Finance and Diploma in Financial Services, I have been able to develop a clear understanding of what people want they come to see an Adviser. This has helped me develop my core values which I operate my business on – integrity, empathy, transparency and efficiency. I work hard to ensure you understand where you are now and where you want to be in the future, most importantly showing you how we can get there and what needs to be done together.
Moving to New South Wales with my Fiancee, Tes (who is also a well known Tax Agent) to start our own family, we have quickly settled into our new home and into what is a busy and tight-knit community. With a particular love for the English Premier League and AFL, I know what it means to be able to work as a team and a unit to get things done.
Together, we can plan ahead for the unforeseen, realise your financial goals and dreams, strategise for the future and make the most of your financial situation. Contact us for more information and to organise an obligation-free meeting or phone call.