Principal Adviser and Director
Authorised Representative of Synchron
Yves is one of Australia’s most respected financial advisers. He specialises in working with Medical Professionals.
Yves has a wealth of experience in delivering strategic financial advice and acting as his clients’ Personal CFO. He is passionate about promoting financial literacy and education, as he believes this empowers people to take control of their own financial destiny, and will allow them to reach their full potential.
Yves’ dedication to his clients and his work can be witnessed in the recognition that he has received over the years from various sources. AFR Smart Investor Masterclass For Financial Planning recognised Yves for the following achievements:
- 2013: number 2 Financial Adviser in Australia
- 2010 & 2012: one of the Top 10 Financial Advisers in Australia
Yves’s other achievements:
- 2019 and 2018: Short-listed by ifa Magazine as Best Client Servicing Adviser and Best Goals-Based Adviser
- 2017: Short-listed by ifa Magazine as Best Client Servicing Adviser
- 2013: runner up for WA in the Certified Financial Planner® Professional Best Practice Award
- 2008: national Dux award for FINSIA studies in Financial Planning
Yves has been working in the finance industry for over 18 years, including in Belgium and Ireland. In his spare time he enjoys spending time with his young family and playing basketball.
Client Services Assistant
Pranav is very passionate about working with clients to achieve their financial goals. He strongly feels that his academic background along with his knowledge and skillset helps him to efficiently look after clients’ needs.
Pranav has a Bachelor of Business Administration Degree from a top institute in India and a Master of Finance and Banking degree. He is currently studying towards the CPA foundation program and planning to pursue an Advanced Diploma in Financial Planning.
Pranav has experience in retail, manufacturing and financial services. Prior to joining the Affluence team, he worked as a research associate in Financial services.
Pranav’s role at Affluence is varied, but he is primarily the first point of contact for any client queries and manages our ongoing client reviews and advice implementations. He is also involved in researching investment products.
Together, the entire Team endeavours to identify and understand our clients’ goals so that we can provide them with peace of mind by proactively assisting them in their financial journey.
Outside of work, Pranav likes to spend time with his two brothers and his best friend (Jeet, Angad & Damini).
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