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Sungai Pfumojena

Financial Adviser

Jena Advisory Services
Ardeer, VIC 3022

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About

Sungai Pfumojena is an ASIC-registered financial adviser dedicated to helping Australians achieve their financial goals. With a Bachelor of Commerce (Finance & Financial Planning) from Deakin University (2007) and ALPA certification from Kaplan (2014), Sungai possesses a strong foundation of knowledge and expertise in the financial services industry. He also holds an Accredited Listed Product Provider certification from Kaplan (2014). Sungai is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, and wealth management solutions. He specialises in guiding clients through the complexities of retirement planning, ensuring they have a secure and comfortable future. He also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Sungai Pfumojena today to schedule a consultation and discover how he 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 advice Retirement planning Wealth management Insurance solutions Investment advice

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

000472548

Verify on ASIC Register

Authorised Representative Number

000318370

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Sungai Pfumojena offer?

Sungai Pfumojena provides advice on superannuation, insurance, wealth management, retirement planning, and various investment products including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.

What qualifications does Sungai Pfumojena have?

Sungai Pfumojena holds a Bachelor of Commerce (Finance & Financial Planning) from Deakin University and ALPA certification from Kaplan. He is also an Accredited Listed Product Provider.

How can Sungai help me with retirement planning?

Sungai can help you develop a comprehensive retirement plan tailored to your individual needs and goals. This includes strategies for maximising your superannuation, managing investments, and ensuring a comfortable income stream in retirement.

What is the process for working with Sungai Pfumojena?

The process typically begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Sungai will then develop a personalised financial plan and provide ongoing support to help you achieve your objectives.

What can I expect from a consultation with Sungai?

During a consultation with Sungai, you can expect a thorough review of your financial situation, a clear explanation of your options, and a collaborative approach to developing a financial plan that meets your specific needs.

Get in Touch

Contact Sungai directly for personalised advice.

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.