Akriti Gupta Email and Phone Number
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.
Asra Consulting
View- Website:
- asrawealth.com.au
- Employees:
- 12
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Director And Finance ConsultantAsra ConsultingSydney, Nsw, Au -
Director/Finance ConsultantAsra Consulting May 2017 - PresentNorwest -
Senior Financial AdviserBt Financial Group Oct 2016 - Mar 2017 -
Financial AdviserBt Financial Group Feb 2016 - Oct 2016 -
Financial PlannerCpr Australia Wealth Advisers Mar 2014 - Feb 2016Parramatta• 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
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Wealth Management ConsultantAmp May 2012 - Mar 2014 -
Customer Service SpecialistCommonwealth Bank Feb 2010 - Sep 2011Parramatta
Akriti Gupta Education Details
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Financial Planning Association Of Australia (Fpa)Cfp® Certification -
Mentor EducationMargin Lending -
Cert Iv Finance & Mortgage Broking -
Mentor EducationSelf Managed Super Fund (Smsf) -
Mentor EducationAdvance Diploma In Financial Services (Financial Planning) -
Accounting -
Mentor EducationDiploma Of Financial Services (Financial Planning) -
Cfp
Frequently Asked Questions about Akriti Gupta
What company does Akriti Gupta work for?
Akriti Gupta works for Asra Consulting
What is Akriti Gupta's role at the current company?
Akriti Gupta's current role is Director and Finance Consultant.
What schools did Akriti Gupta attend?
Akriti Gupta attended Financial Planning Association Of Australia (Fpa), Mentor Education, Kaplan Professional, Mentor Education, Mentor Education, Macquarie University, Mentor Education, Cfp.
Who are Akriti Gupta's colleagues?
Akriti Gupta's colleagues are Obaid Ahmadi, Anja Loetsch, Damini Saini, Dhritiman Sankar Paul, Mirwais Parsa, Tusshar Khatri, Anjali Kumari.
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AKRITI GUPTA
Results-Focuses Dynamic Human Resource Team Lead With Rich Experience In It Recruitment / WfhBengaluru1gmail.com -
Akriti Gupta
San Francisco Bay Area4gmail.com, google.com, google.com, samsung.com1 (800) 7XXXXXXX
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Akriti Gupta
Gurugram -
Akriti Gupta
Pune
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