Prashneel Karan
Adviser / Mortgage Broker – DipFP
- Bachelor of Accounting
- Diploma of Financial Planning (DipFP)
- Certificate IV in Finance and Mortgage Broking
Prashneel works closely with clients to enhance their wealth journey. His aim is to ensure that not only the journey you take with us is as simple as possible but at the same time, extremely rewarding and beneficial. His approach is simple and easy to sail through. At every step, we will keep in mind your unique goals and objectives and personalise every strategy to you and your uniqueness.
Prashneel works best with clients who are willing to take advice and are ready to commit to getting the most out of their life. He can assist clients on their financial planning journey as well as assist them in purchasing their next property, car, plant & equipment or someone who is looking to get a great deal for their home loan.
- Retirement Planning
- Superannuation
- Self Managed Superannuation Funds
- Cash Flow Management
- Mortgage Broking
- Wealth Protection
Lending
As your circumstances change, so should the options available to you. Reviewing loans on a regular basis is recommended to ensure you are not paying unnecessary fees or interest.
SMSF Services
Creating and maintaining an SMSF may be right for you if you are seeking more control and flexibility over your financial future.
Wealth Management
We understand that one size does not fit all when it comes to financial advice. Therefore, our talented team takes the time to understand what each client values and tailors their advice to these factors.
Ready to work with Prashneel?
Get in touch to arrange a complimentary initial consultation.
What clients say about Prashneel
Real feedback from long-term clients who work directly with Prashneel.
“Prashneel found us a home loan that three other brokers said was not possible given our situation. He was persistent, creative, and kept us informed every step of the way. We are now in our dream home and could not be more grateful.”
Anika & Raj Sharma
First Home Buyers
2 years client
“Prashneel has been managing our financial planning for four years and his approach is genuinely personalised. He understands our goals and builds strategies around our life, not just our numbers. Our wealth has grown significantly under his guidance.”
Daniel Osei
Senior Engineer
4 years client
“Prashneel set up our SMSF and has been managing it ever since. His knowledge of superannuation legislation is excellent and he is always proactive about changes that affect our fund. We feel completely confident that our retirement savings are in good hands.”
Karen & Steve Lim
SMSF Trustees
5 years client
47 Google reviews
All reviews from verified long-term clients
C.R.E.A.T.E. Award Winner 2025
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