Sulo Kulendran

With over 18 years of experience in wealth advisory, Sulo’s commitment revolves around nurturing genuine connections and empowering clients to navigate their financial paths with confidence and clarity. Throughout her career, she has remained committed to staying abreast of industry trends and regulatory changes, ensuring that clients receive informed guidance that aligns with their unique financial goals and aspirations. Her areas of expertise include investment advice and wealth creation, wealth protection, retirement planning and superannuation, aging care planning and estate planning.

Whether she's guiding a young family towards their first home purchase or assisting a high-net-worth individual with intricate estate planning, Sulo's dedication remains unwavering. Her commitment to providing personalised guidance ensures that each client receives the level of service and support they need to achieve their financial goals.

Services

• Succession and Estate Planning
• Investment Advice
• Wealth Management Advice
• Wealth Protection Advice
• Superannuation Advice
• Retirement Planning Advice
• Financial Advice
• Aging Care Advice

Sectors

• Family Business/Office
• High Net Worth Individuals
• Corporate Clients
• Financial Services

Qualifications and affiliations

• Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional
• Graduate Diploma in Finance, University of Technology, Sydney
• Aged Care Steps Professional, Aged Care Steps
• ASX Listed Product Adviser, Kaplan Professional
• Self-Managed Superannuation Funds, Kaplan Professional

Affiliations

• Financial Advice Association of Australia Limited (FAAA) Member
• Aged Care Steps, Accredited Aged Care Professional