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.