Sam Sujith

Paraplanner @Valenta

Bengaluru, IN

Prepare detailed and compliant Statements of Advice (SOAs) tailored to client goals, circumstances, and regulatory requirements- Support Self-Managed Super Fund (SMSF) strategies, including contributions, pension establishment, and compliance oversight- Conduct comprehensive insurance needs analyses and recommend suitable personal protection solutions (Life, TPD, Income Protection, Trauma)- Utilise financial planning software (e.g,Zoho, customised templates) to model scenarios and prepare client-focused financial plans- Collaborate closely with financial advisors to ensure recommendations align with client objectives, risk tolerance, and legislative obligations- Review and structure fact-finds, risk profiles, and product comparisons to streamline advice delivery and improve efficiency.