Mamta Agarwal

Mamta Agarwal

Paraplanner

Mamta Agarwal

Paraplanner

Hi, I’m Mamta. I’m highly energetic, self-motivated and passionate about financial planning.

As a Paraplanner, I assist the Financial Planners across a portfolio of HNW customers in preparation of Statements of Advice & Records of Advice. Based on my experience I research existing client products to determine the best outcome for clients.

I have 3 years of experience in financial planning and hold a Master’s in Commerce, and a Diploma of Financial Planning.

Outside of work, I enjoy travelling and spending time with my family.

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