DJ

Career Summary

DJ is a dual qualified professional accountant, a proud fellow member of
Chartered Accountants of India and a member of CPA Australia. With his
vast 15+ years of experience in accounting and tax, DJ understands the
needs of clients and how it can be served in a simple and efficient manner.
This accounting and tax background has created a strong foundation for
him to make a mark in mortgage broking, where he can not only help his
clients with getting a most suitable and competitive loan, but also to help
clients structure for better tax savings and wealth creation.

He keeps his clients informed and educated and hence, clients don’t feel
the anxiety and stress of loan process which most clients do in their home
loan journey.

Being technology savvy and having a qualification in IT, he is continuously
looking for ways to simplify tasks and processes through automation and to
make entire home loan process as simple and WISPY as possible.

DJ’s specialties

Loans, with complex ownership structures
Self Employed Loans
Tax Structuring
Wealth Creation
Portfolio Structuring

Qualifications and memberships

Chartered Accountant (ICAI)
Certified Practising Accountant (CPA Australia)
Cert IV in Finance & Mortgage Broking
Member of FBAA
Member of AFCA
Tax Agent
ASIC Agent

A bit about me

In my free time, I prefer watching documentaries about nature, war, history and geography. I love seeing new places and meeting new people (though I don’t know what to talk about 😉). I am planning to organise a bike tour in Himalayan region in India. Let me know if you want to join.

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