SPECIALISATION
Gearing
Gearing
Insurance
Insurance
Investment Advice
Investment
Advice
SMSF
SMSF
Super
Super

Premjit
Uberoi

Senior Financial Advisor
Canberra
Australian Capital Territory
IN THEIR OWN WORDS

Prem has two decades of experience in helping clients build and protect their wealth. He has specific expertise in tax-effective strategies to help build wealth faster and allow an early retirement. He is also skilled in providing superannuation advice to public servants and members of the Defence Forces.

Qualifications and Memberships 

  • Bachelor of Arts
  • Graduate Diploma of Management Sciences
  • Diploma of Financial Planning
  • Certified Financial Planner
  • Member of the Financial Advice Association Australia
SPECIALISATION
Gearing
Gearing
Insurance
Insurance
Investment Advice
Investment
Advice
SMSF
SMSF
Super
Super

Latest
Insights

Financial Markets Update: March

Tariffs spark major market sell-off, echoing 1987, 2008 and 2020 crashes. Uncertainty remains, but portfolio strategies focus on risk and opportunity. READ MORE...

How Tariffs Ripple Into Aussie Households

Discover how recent U.S. tariffs are influencing Australian households, from rising consumer prices to shifts in global trade dynamics, and learn strategies to navigate these economic changes READ MORE...

2025 Federal Budget Commentary

We’ve prepared a short summary so you can quickly catch up on the key changes around personal income tax, super, and other measures. It also has some commentary from our experts for you to pass off as your own when chatting to family, friends or colleagues. READ MORE...

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