Akriti Gupta Email & Phone Number
Who is Akriti Gupta? Overview
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Akriti Gupta is listed as Director and Finance Consultant at ASRA Consulting, a with 12 employees, based in Greater Sydney Area, Australia. AeroLeads shows a matched LinkedIn profile for Akriti Gupta.
Akriti Gupta previously worked as Director/Finance Consultant at Asra Consulting and Senior Financial Adviser at Bt Financial Group. Akriti Gupta holds Cfp® Certification from Financial Planning Association Of Australia (Fpa).
Email format at ASRA Consulting
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About Akriti Gupta
I pride myself on delivering strategic advice, structure and service in a simple and easy to understand manner. With my personalised and specialised ongoing support and service, I help our clients in making decisions to meet their individual financial needs.Every individual has a unique situation and financial status and I always keep this in mind when providing financial advice. I am also dedicated to learning our clients’ personal goals and together we use them to build a financial plan based on their specific needs. Every clients is at a different stage in life and a financial plan must reflect their situation; whether its purchasing a home, financing children's education or planning for retirement. Once the plan is in place, regular meetings ensure we continue working with each other and review all achievements.
Akriti Gupta's current company
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Akriti Gupta work experience
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Director/Finance Consultant
Senior Financial Adviser
Financial Adviser
Financial Planner
• Providing comprehensive financial advice based on client goals and objectives.• Generating a business through reviewing existing clients as well as bringing new business through new referral partners• Participating ongoing conferences and seminars for professional development and keeping with technical updates• Provide quality advice within a compliant framework• Building a long term relationship with referral partners, colleagues and clients
Wealth Management Consultant
Customer Service Specialist
Colleagues at ASRA Consulting
Other employees you can reach at asrawealth.com.au. View company contacts for 12 employees →
Damini Saini
Colleague at Asra ConsultingGreater Sydney Area, Australia
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MP
Mirwais Parsa
Colleague at Asra ConsultingAfghanistan
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OA
Obaid Ahmadi
Colleague at Asra ConsultingIndia
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AL
Anja Loetsch
Colleague at Asra ConsultingSchwarzenberg, Saxony, Germany
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MM
Milagros Mackay
Colleague at Asra ConsultingGreater Sydney Area, Australia
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PD
Param Dalal
Colleague at Asra ConsultingAustralia
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DS
Dhritiman Sankar Paul
Colleague at Asra ConsultingBengaluru, Karnataka, India
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JL
Jiaojiao Li
Colleague at Asra ConsultingGreater Sydney Area, Australia
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TK
Tusshar Khatri
Colleague at Asra ConsultingDelhi, India
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AK
Anjali Kumari
Colleague at Asra ConsultingUttar Pradesh, India
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Akriti Gupta education
Cfp® Certification
Margin Lending
Cert Iv Finance & Mortgage Broking
Self Managed Super Fund (Smsf)
Advance Diploma In Financial Services (Financial Planning)
Bachelor Of Commerce (B.Com.), Accounting
Diploma Of Financial Services (Financial Planning)
Education record
Frequently asked questions about Akriti Gupta
Quick answers generated from the profile data available on this page.
What company does Akriti Gupta work for?
Akriti Gupta works for ASRA Consulting.
What is Akriti Gupta's role at ASRA Consulting?
Akriti Gupta is listed as Director and Finance Consultant at ASRA Consulting.
Where is Akriti Gupta based?
Akriti Gupta is based in Greater Sydney Area, Australia while working with ASRA Consulting.
What companies has Akriti Gupta worked for?
Akriti Gupta has worked for Asra Consulting, Bt Financial Group, Cpr Australia Wealth Advisers, Amp, and Commonwealth Bank.
Who are Akriti Gupta's colleagues at ASRA Consulting?
Akriti Gupta's colleagues at ASRA Consulting include Damini Saini, Mirwais Parsa, Obaid Ahmadi, Anja Loetsch, and Milagros Mackay.
How can I contact Akriti Gupta?
You can use AeroLeads to view verified contact signals for Akriti Gupta at ASRA Consulting, including work email, phone, and LinkedIn data when available.
What schools did Akriti Gupta attend?
Akriti Gupta holds Cfp® Certification from Financial Planning Association Of Australia (Fpa).
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