Bhartendu Gajjar (MBA Finance, Adv. Dip.Of Fin. Planning)
About Bhartendu Gajjar (MBA Finance, Adv. Dip.Of Fin. Planning)
Bhartendu Gajjar is a Technical Team Lead at KPMG Australia, with extensive experience in financial planning and advisory services across various institutions. He holds an MBA in Finance and multiple financial planning qualifications, demonstrating his expertise in investment strategies and risk management.
Work at KPMG Australia
Bhartendu Gajjar currently serves as a Technical Team Lead at KPMG Australia, a position he has held since 2021. He previously worked at KPMG Australia as a Senior Consultant from 2020 to 2021. In these roles, he has contributed to various projects and initiatives, leveraging his expertise in financial planning and advisory services.
Previous Experience in Financial Planning
Bhartendu Gajjar has a diverse background in financial planning, having worked at several prominent institutions. He served as a Senior Financial Planner at ANZ for three months in 2019. Prior to that, he was a Portfolio Financial Adviser at BT from 2015 to 2019. His experience also includes a five-year tenure as Assistant Vice President in Private Banking at ICICI Securities in Muscat, Oman.
Education and Expertise
Bhartendu Gajjar holds a Master of Business Administration (MBA) in Finance from Gujarat University, completed between 2001 and 2003. He has furthered his education with an Advanced Diploma in Financial Planning and a Diploma in Financial Planning from Kaplan Professional Australia. Additionally, he is RG 146 compliant and holds SMSF accreditation, demonstrating his expertise in Self Managed Superannuation Funds.
Background in Financial Services
Bhartendu Gajjar began his career in financial services as an Investment Adviser at Standard Chartered Bank from 2004 to 2007. He then worked as a Team Leader at Kotak Securities for one year. His experience spans various roles, including Investment Adviser at HDFC Bank and leading teams of Advice Case Assessors, showcasing his ability to drive customer outcomes and revenue generation.
Professional Development and Certifications
Bhartendu Gajjar has engaged in continuous professional development, achieving certifications such as Certified Financial Planner (CFP) from FPSB India in 2016. He also completed studies in Margin Lending Facilities and Self Managed Superannuation Funds at Financial Education Professionals. His commitment to education reflects his dedication to maintaining a strong foundation in financial planning and advisory services.