Sohel Chunara
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Sohel Chunara is an ASIC-registered financial adviser based in North Sydney, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Master of Business Administration (MBA) from the University of Technology Sydney (2007) and a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited (2022), Sohel possesses a strong foundation of both business acumen and specialist financial knowledge. As a member of CPA Australia (CPA), Sohel adheres to the highest ethical and professional standards. He is authorized to provide advice on a range of financial products, including superannuation, insurance (Investment Life Insurance and Life Risk Insurance), and Retirement Savings Accounts. His expertise lies in crafting personalized strategies to optimise your financial future and protect what matters most. Sohel offers comprehensive advice in the following areas: • Superannuation Advice • Insurance Solutions • Retirement Planning Whether you are planning for retirement, seeking to protect your family with insurance, or aiming to grow your wealth through strategic investments, Sohel can help. Contact Sohel today to schedule a consultation and take the first step towards a secure and prosperous financial future.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Sohel Chunara provide?
Sohel Chunara specialises in superannuation advice, insurance solutions (including Investment Life Insurance and Life Risk Insurance), and retirement planning. He can help you create a comprehensive financial plan tailored to your specific needs and goals.
What are Sohel Chunara's qualifications and professional memberships?
Sohel Chunara holds a Master of Business Administration (MBA) from the University of Technology Sydney and a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. He is also a member of CPA Australia (CPA).
What can I expect during my first consultation with Sohel?
During your initial consultation, Sohel will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then explain how he can help you achieve your objectives and answer any questions you may have.
How does Sohel Chunara develop a financial plan?
Sohel develops a financial plan by first gathering detailed information about your financial situation, including your assets, liabilities, income, and expenses. He then analyses this information to identify opportunities to improve your financial well-being and develop a customised strategy to help you reach your goals.
Why should I choose Sohel Chunara as my financial advisor?
Sohel Chunara combines strong academic qualifications with a commitment to ethical and professional service. His membership in CPA Australia ensures adherence to the highest standards. Sohel provides tailored advice focusing on your specific circumstances to assist you in reaching your financial goals.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.