Pawan Luthra
Financial Adviser
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About
Pawan Luthra is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals through personalized and strategic advice. With a solid foundation built upon an Advanced Diploma in Financial Services (Financial Planning) and specialist RG146 accreditation in Margin Lending, both from MLC ThreeSixty, Pawan further cemented his expertise by achieving the Certified Financial Planner (CFP) designation from the Financial Planning Association (FPA) in 2012. He is also a proud member of the Financial Advice Association of Australia (FAAA). Pawan is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts. This broad skillset allows him to create holistic financial strategies tailored to each client's unique circumstances. Pawan's key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice If you're seeking expert guidance to navigate your financial future with confidence, contact Pawan Luthra today to schedule a consultation.
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Frequently Asked Questions
What types of financial advice does Pawan Luthra provide?
Pawan Luthra specializes in superannuation advice, insurance, wealth management, and retirement planning. He can also advise on Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts.
What qualifications does Pawan Luthra hold?
Pawan holds an Advanced Diploma in Financial Services (Financial Planning), RG146 Margin Lending accreditation, and is a Certified Financial Planner (CFP).
What can I expect during my first consultation with Pawan?
During your initial consultation, Pawan will take the time to understand your current financial situation, your goals, and your risk tolerance. He'll then outline how he can help you achieve your objectives and explain his advice process.
Is Pawan Luthra a member of any professional associations?
Yes, Pawan is a member of the Financial Advice Association of Australia (FAAA).
How can wealth management strategies help me secure my future?
Wealth management strategies are designed to help you accumulate, protect, and distribute your wealth effectively. This includes investment planning, risk management, and estate planning, all tailored to your individual needs and goals.
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