Akriti Gupta

Akriti Gupta Email and Phone Number

Director and Finance Consultant @ ASRA Consulting
Sydney, NSW, AU
Akriti Gupta's Location
Greater Sydney Area, Australia
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 Details
ASRA Consulting

Asra Consulting

View
Director and Finance Consultant
Sydney, NSW, AU
Employees:
12
Akriti Gupta Work Experience Details
  • Asra Consulting
    Director And Finance Consultant
    Asra Consulting
    Sydney, Nsw, Au
  • Asra Consulting
    Director/Finance Consultant
    Asra Consulting May 2017 - Present
    Norwest
  • Bt Financial Group
    Senior Financial Adviser
    Bt Financial Group Oct 2016 - Mar 2017
  • Bt Financial Group
    Financial Adviser
    Bt Financial Group Feb 2016 - Oct 2016
  • Cpr Australia Wealth Advisers
    Financial Planner
    Cpr Australia Wealth Advisers Mar 2014 - Feb 2016
    Parramatta
    • 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
  • Amp
    Wealth Management Consultant
    Amp May 2012 - Mar 2014
  • Commonwealth Bank
    Customer Service Specialist
    Commonwealth Bank Feb 2010 - Sep 2011
    Parramatta

Akriti Gupta Education Details

  • Financial Planning Association Of Australia (Fpa)
    Financial Planning Association Of Australia (Fpa)
    Cfp® Certification
  • Mentor Education
    Mentor Education
    Margin Lending
  • Kaplan Professional
    Cert Iv Finance & Mortgage Broking
  • Mentor Education
    Mentor Education
    Self Managed Super Fund (Smsf)
  • Mentor Education
    Mentor Education
    Advance Diploma In Financial Services (Financial Planning)
  • Mentor Education
    Mentor Education
    Diploma Of Financial Services (Financial Planning)
  • Cfp
    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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