About Our Firm and Licensee
   
     
 

About Us:

Competent Professionals Pty Ltd is a boutique Australian business advisory and financial planning firm, privately owned and operated without allegiance to any banking or financial institution. This means we are free to offer a wider range of high quality business and financial solutions that are specifically tailored to your needs. We are strong believers in holistic approach to business advisory and financial planning and have always focused on providing needs based advice.

The principal of the firm, Taran Aujla has a background in engineering which helps him keep abreast with the latest technical strategies and forming reasonable basis for advice to businesses and individuals. Taran's education and experience in Finance and Accounting Industry at different levels of more than ten years provides him an edge in addressing most of his clients needs. His experience in dealing with people for business advisory, financial planning and other services (Specialist Mergers & Acquisitions, Franchisee Start-up, Franchising, Franchise Sale/Purchase) both in Australia and overseas has resulted in Taran forming very good client relationships and professional networks. Taran Aujla's varied experience also helps him address clients needs across different industries and can offer a ONE STOP solution to most financial needs of businesses.

Taran Aujla, has been involved with Mergers & Acquisitions for a number of years and has been consulting different businesses for succession planning, acquisition of other businesses, merger with similar businesses and has a number of happy clients who have used Taran and Competent Professionals services.

Taran Aujla, provides business sale/purchase services for small to medium businesses (Businesses less than $1 Million value) as a Business Broker through Sunbelt NSW, a franchisee of Sunbelt Network - The largest business broking network in the world with offices in 12 countries and 5 states of Australia.

In Financial Planning industry, Taran has completed the CFP education pathway programme of FPA and also holds an Advanced Diploma in Financial Services (FP). He is also a Justice of Peace and is very actively involved in voluntary work with not for profit organisation in Sydney. Taran is an authorised representative of Infocus Securities Australia Pty Ltd and holds a proper authority (No: 279078) to provide advice as a Financial Planner.

Competent Professionals Pty Ltd is a corporate authorised representative of Infocus Securities Australia Pty Ltd

About Infocus Securities Australia Pty Ltd Pty Ltd (Licensee):

Infocus Securities Australia Pty Ltd is licensed by the Australian Securities & Investments Commission (ASIC) as an Australian Financial Services Licencee with the Australian Financial Services Licence Number 236523. This means that the Company and its representative Planners can have professional access to all major institutions and still protect the interest of clients in all their transactions. The advisers don't act for the institutions that are promoting the investments or services - they act for you.

Our Alliances:

Competent Professionals have alliances with quality Businesses around the country. These businesses specialise in various industries such as:

These businesses provide an additional service to the clients of Competent Professionals.

:: More about our services

 
 
       
   
Competent Professionals provides quality Financial Planning services including Wealth accumulation and investment strategies, Personal and Business wealth protection and risk assessment, Superannuation and Self Managed Superannuation Fund, Retirement planning and Centrelink advice, Debt management, Succession and Estate planning, Tax minimisation, Advice for Expatriates, Corporate Superannuation advice, Salary packaging advice throughout Australia including Cabramatta, Casula, Chipping Norton, Denham Court, Hoxton Park, Preston, Glenfield, Green Valley, Ingleburn, Liverpool, Lurnea, Macquarie Links, Macquarie Fields, Minto, Moorebank, Mt Pritchard, Warwick Farm and other suburbs of Sydney, NSW
   
       
 
 

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© Copyright Competent Professionals Pty Ltd. 2011 All Rights Reserved.

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