Amith Raj

Senior Analyst - Personal Finance at Planlogic

Role: Senior Analyst - Paraplanning at Planlogic
Location: Mangaluru, KA, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Senior Analyst - Paraplanning
Planlogic
Jul 2025 — Present

Education

St. Aloysius (Deemed to be University)
Bachelor of Business Administration - BBA

Contact information

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Work email
•••••@planlogic.com.au
Personal email
•••••@•••••.com
Direct dial
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Current company

Planlogic

Financial Services · 152 employees · Founded 2011

Planlogic specialises in providing financial planning solutions which simplify the advice process for financial advisers throughout Australia. Our suite of offerings spans paraplanning, ongoing review support and implementation. Over the last 15 years, we have delivered more than 40,000 advice documents to over 150 advisers in Australia. We leverage tech-enabled delivery models that adhere to compliance requirements and allow advisers to have stronger, more meaningful relationships with their clients.

planlogic.com.au

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Experience

Senior Analyst - Paraplanning

Education

St. Aloysius (Deemed to be University)

Find verified contacts for anyone on LinkedIn