The team at Simplly Fin Wiz has considerable experience in Capital markets, Cost and Management Accountancy and Financial Consultancy.

The team at Simplly Fin Wiz has also acquired over 33 years of Banking and Financial Services experience while working in 3 countries.
The Principal of Simplly Fin Wiz :

  • Worked as Financial Consultant on a Privatization project of Government of New Zealand. Contributed towards a major Initial Public Offer.
  • Corporate advisory services including project appraisal, project finance, credit syndication, financial structuring, financial analysis and feasibility studies.
  • Worked in India in a bank on several projects as lead manager to Initial Public Offers.
  • Capital markets services including pricing of issues, preparation of prospectus and liaising with regulatory authorities.
  • Experience in providing Costing, Cost Sheets and profit maximization for SMEs.
  • Experience in preparation of budgets for streamlining operations in maximizing revenue for SMEs.
  • Experience of developing trade finance products for banks in Australia and India.
  • Exposure to credit ratings, risk grades and loan grades in Australian banks.
  • Experience in documentary letters of credit especially import and related documents.
  • Knowledge of Australian legal and regulatory matters related to banking industry.
  • Organizing transactional banking needs of customers such as opening of bank accounts, credit cards, bank guarantees, trade finance for businesses, cash flow, letters of credit,¬†overdrafts and foreign exchange transactions.
  • Assessment of applications for credit and negotiate collateral security with clients and lenders.