We are a financial planning and mortgage business based in Bella Vista NSW and are passionate about helping businesses and individuals achieve their financial and lifestyle goals. Our aim is to provide professional advice and build long-term partnerships with our clients; assisting them and their families in building, protecting and managing their wealth and lifestyle goals.

After more than 10 years working for some of the big banks, Practice Principal Rajesh Malik started CPR Australia Wealth Advisers in 2013. Since then, the practice has built up a very strong team to look after our valuable clients.

Awards and Recognitions:

  • Regional Winner, New Practice of the Year, 2015
  • Blue Award Winner – 2014, 2015, and 2017
  • Gold Award Winner – 2018

So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you:

  • choose appropriate investment strategies
  • plan for your retirement
  • protect you and your family
  • make the most of your superannuation
  • budgeting & managing your money
  • find the best loan to suit your needs

For more information about us, including areas we specialise in, please download our Financial Services and Credit Guide/Financial Services Guide

Rajesh Malik

Principal Financial Adviser

Kevin Kroeger

Senior Financial Adviser

Alex Thong

Senior Financial Adviser

Effie Bouyioukos

Practice Manager

Kimberly Ranieri

Implementation & Compliance Officer

Get started

Book a complementary initial consultation and discover how we can help you own your tomorrow