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Anuj Shangle
Wealth Creation - Risk Insurance - Estate Planning - Investments - Super/SMSF - Funding - Succession
Professional Background
Anuj Shangle is a distinguished professional in the financial planning industry, boasting over two decades of experience. His career began in early 2001 when he took on the role of a Paraplanner at AMP Financial Services in Sydney. With a keen ambition and dedication to client service, Anuj became a Financial Planner in 2004. His journey continued to flourish as he accepted a position in May 2008 in Melbourne, serving as a senior financial planner with the ANZ business bank financial planning team. Anuj’s desire to provide tailored financial advice led him to become an Independent Financial Adviser with Financial Wisdom Ltd in August 2009, where he honed his skills in personal and business financial advice.
In February 2011, Anuj made a significant career move by co-founding Time Advice Pty Ltd alongside his former ANZ colleague, Andy Gowers. At Time Advice, they work tirelessly to ensure they are the go-to financial consulting firm for Small to Medium-sized Enterprises (SMEs) across Australia, focusing on succession planning and comprehensive financial consultations for business owners and executives. Anuj's expertise not only adds value to business owners but also equips them with tools for effective financial management and risk protection.
Education and Achievements
Anuj Shangle's educational background is as impressive as his professional trajectory. He earned his Masters in Business Administration (MBA) with a focus on Finance and Marketing from Edith Cowan University in Perth in 2000. Prior to that, he completed his Bachelor of Commerce (BCom) in 1992 from Delhi University, where he gained a solid foundation in accounting and finance.
In addition to his degrees, Anuj holds several prestigious accreditations that further solidify his standing in the financial planning community. He completed the Certified Financial Planner Professional Education Program, receiving his Certification from the Financial Planning Association of Australia (FPA) in June 2003. This accreditation signifies his commitment to maintaining the highest professional standards in financial planning. To further enhance his expertise, Anuj recently attained the Self Managed Superannuation Fund Specialist Advisor accreditation from the SMSF Professionals' Association of Australia Limited (SPAA).
Achievements
Over the course of his career, Anuj has specialized in several key areas of financial planning, including Business Succession Planning, Risk Protection—both Business and Personal, Self Managed Superannuation Funds, and Estate Planning. His extensive knowledge and practical experience in these areas make him a trusted advisor for his clients, ensuring their financial goals are met with precision and care.
Furthermore, as the Director of Time Advice Pty Ltd, Anuj plays a pivotal role in shaping the strategic direction of the firm. His leadership is characterized by a focus on innovation, sustainability, and building long-lasting relationships with clients. Anuj’s unwavering commitment to providing first-class advice stems from his belief in the importance of financial education and empowerment, particularly among business owners and executives who are navigating the complexities of running a successful enterprise.
As Anuj Shangle continues to lead the field in financial planning, he is also dedicated to mentoring the next generation of financial planners. His contributions to the industry not only benefit his clients but also foster an environment that encourages professional growth and advancement among his peers. Through various engagements, workshops, and seminars, Anuj actively shares his knowledge and insights, instilling confidence and competence in aspiring financial professionals.
In summary, Anuj Shangle’s profound influence in the financial planning sector, combined with his academic credentials and hands-on experience, positions him as a leading figure in financial advisory services. His expertise in business succession planning and risk management uniquely qualifies him to guide SME owners and executives towards achieving their financial aspirations. As he moves forward, Anuj remains committed to adapting to the evolving landscape of financial services and continuing to enhance his role as a trusted advisor.