Pradan
Yeluri

Executive Advisor

Ballarat,
Victoria
10 years of experience

ASIC number: 000310340

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In their own words

I am an Executive Advisor with over ten years of experience in providing comprehensive financial advice for wealth accumulation, risk advice and retirement planning, which includes strategies related to superannuation, investment, insurance/risk, retirement income, retirement planning, taxation planning and Centrelink to clients.

I have strong working knowledge and understanding of the financial services industry and regulatory environment. I work collaboratively with clients to understand their personal, financial and lifestyle requirements, risk appetite and prepare financial advice strategies tailored to their specific financial needs with their best interest in mind.

Based in Ballarat, I support clients across the broader Grampians Mallee regions, offering accessible, localised financial advice backed by deep regional insight.

I am passionate about financial planning and helping clients achieve their financial goals.

Qualifications and Memberships

  • Bachelor of Information Technology
  • Advanced Diploma of Financial Planning
  • Diploma of Financial Services
  • Member of the Financial Advice Association Australia

Service areas

Ballarat

Talk to Pradan about your plans

A first conversation covers where you are now, what you want next, and whether advice will help. There is no cost for it.

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"Pradan has been our Financial Planner for at least the past 4 to 5 years . Pradan has been there for us the entire time, supporting us and giving us sound advice ( and believe me we have had some medical challenges along the way .) Pradan is patient, super intelligent and caring . Since the first time we met Pradan we new we were in good hands. We would both recommend (without hesitation) Pradan to take carriage of any financial needs of our children, grandchildren, extended family and friends. It is very reassuring knowing that you have 100% confidence in the person who looks after your future."

Wendy, Gisborne, VIC

"Pradan always has my best financial interests in mind and has provided excellent advice over the past few years. He was able to convince me to take certain financial actions when needed and enabled me to take the initial leap into retirement. Pradan takes time to explain the decisions and actions he makes on my behalf, consulting when appropriate. There is regular email communication which helps me understand. He is approachable and prompt in answering my questions and reassuring that all is well with my financial situation. I am thankful for his professionalism in his economic knowledge and his integrity."

Adrienne, Ballarat, VIC

"Pradan's wealth of experience has helped us to retire with the knowledge that our assets and income is as secure as possible. He has also hosted a family meeting with our adult children which has proven beneficial for them and us, and prompted many interesting conversations since. Our relationship with Pradan extends to our wider family with our intention to pass on generational knowledge as well as wealth. Our children know and respect him as well and know he has our best interests at heart. We couldn't do this as well without him!"

Mandy, Port Fairy, VIC
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Ballarat
Team

Jeff Swan

Executive Advisor

Pradan Yeluri

Executive Advisor

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