Senior Financial Adviser Pree Rawal joined MiQ in 2018. Having been in the industry since 2006, Pree’s experience includes roles such as client service manager, paraplanner, and senior financial planner (retail and business).
In his current role at MiQ, Pree provides strategic financial planning advice and investment management for clients, as well as financial modelling, research. This is coupled with regular meetings with clients to respond to life moments that clients experience.
Pree firmly believes that no two people are the same, nor should they be treated the same. This hands-on personable approach allows a level of understanding to not only what is discussed, but also, what is not directly discussed. This deeper level of understanding allows tailoring of strategies to suit the individual’s circumstance. Pree believes that it is important to never cut corners – doing something right the first time, every time, without fail.
In his spare time, Pree enjoys bike riding, going to the gym, playing golf and coaching kids’ football. Together with his family, they enjoy board games and camping from time to time.
Education
- Griffith University – Bachelor of Commerce specialising in financial planning and investments.
Memberships
- Indooroopilly Golf Club & Brisbane Broncos
Awards
- NAB Financial Planning – Top Performance: 2008, 2009, 2011, 2012, 2014
- MiQ Private Wealth – Best Locational Office: 2019 & 2021
- MiQ Private Wealth – Top Insurance Writer: 2021
