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Pragya Kumar

Financial Adviser

Invest Blue Pty Ltd
Oran Park, NSW 2570

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About

Pragya Kumar is an ASIC-registered financial adviser based in Oran Park, NSW, dedicated to helping individuals and families achieve their financial goals. With a Bachelor of Accounting (Financial Planning and Taxation) from Western Sydney University (2022) and foundational certifications in Economic & Legal Context for Financial Planning and Ethics and Professionalism in Financial Advice from Kaplan Higher Education (2022), Pragya brings a strong academic foundation and ethical commitment to her practice. She is also a proud member of the Financial Advice Association of Australia (FAAA). Pragya is authorized to provide advice on a comprehensive range of financial products, ensuring tailored solutions for her clients. This includes superannuation, insurance, wealth management, and retirement planning. Her expertise extends to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Whether you're planning for your future, protecting your assets, or seeking to grow your wealth, Pragya is equipped to provide you with sound, professional guidance. Key services offered: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Pragya Kumar today to schedule a consultation and discover how she can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation strategies Insurance planning Wealth accumulation Retirement income planning Investment advice Risk management

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000232706

Verify on ASIC Register

Authorised Representative Number

001307615

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Pragya Kumar offer?

Pragya Kumar provides advice on a range of financial products, including superannuation, insurance, wealth management, and retirement planning. She can also advise on investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities.

What are Pragya Kumar's qualifications?

Pragya Kumar holds a Bachelor of Accounting (Financial Planning and Taxation) from Western Sydney University and has completed certifications in Economic & Legal Context for Financial Planning and Ethics and Professionalism in Financial Advice from Kaplan Higher Education.

What can I expect during my first consultation with Pragya Kumar?

During your initial consultation, Pragya will take the time to understand your current financial situation, your goals, and your risk tolerance. She will then discuss potential strategies and solutions tailored to your specific needs.

How does Pragya Kumar stay up-to-date with the latest financial regulations and industry trends?

As a member of the Financial Advice Association of Australia (FAAA), Pragya is committed to ongoing professional development and adheres to the highest ethical standards. She regularly participates in training and education to stay informed about changes in the financial landscape.

What is the process for becoming a client of Pragya Kumar?

The process typically begins with an initial consultation to discuss your needs and goals. If you decide to proceed, Pragya will develop a personalized financial plan for your review and approval. Once the plan is implemented, she will provide ongoing support and monitoring to ensure you stay on track.

Get in Touch

Contact Pragya directly for personalised advice.

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