Sumita Paul

Sumita Paul Email and Phone Number

Sorted at Work Accredited Facilitator @ Te Ara Ahunga Ora Retirement Commission
Auckland, NZ
Sumita Paul's Location
Auckland, Auckland, New Zealand, New Zealand
Sumita Paul's Contact Details

Sumita Paul work email

Sumita Paul personal email

n/a
About Sumita Paul

Sumita Paul is a Sorted at Work Accredited Facilitator at Te Ara Ahunga Ora Retirement Commission. Colleagues describe them as "Sumita is a dedicated, insightful, empathetic, strategic and authentic Client Manager who was my first choice to look after my parents. I enjoyed working with Sumita on a number of projects and her name was always top of my list when looking for branch input. In addition to being a big picture thinker who can contribute to strategic and operational projects, Sumita is a warm and confidence inspiring adviser for her clients - as evidenced by their delight in seeing her at client events… Show more" and "Sumita is a very intelligent and personable and well educated Financial Adviser. I enjoyed working with her in the early stages of her career in the NZ Financial Services industry. I would recommend her without reservation."

Sumita Paul's Current Company Details
Te Ara Ahunga Ora Retirement Commission

Te Ara Ahunga Ora Retirement Commission

View
Sorted at Work Accredited Facilitator
Auckland, NZ
Sumita Paul Work Experience Details
  • Te Ara Ahunga Ora Retirement Commission
    Sorted At Work Accredited Facilitator
    Te Ara Ahunga Ora Retirement Commission
    Auckland, Nz
    View
  • Athena Wealth Nz
    Certified Financial Planner
    Athena Wealth Nz Jun 2021 - Present
    New Zealand
    I work with my clients to prepare financial plans to translate their life plans into financial terms. We work out the feasibility of the various options and work to close any gaps. I work with individuals, couples, families and charitable entities.The areas covered in a financial plan are:Cash flow analysis and management§ Risk planning § Liability planning§ Life/retirement planning§ Investment planning # Risk profile assessment # Investment portfolio… Show more I work with my clients to prepare financial plans to translate their life plans into financial terms. We work out the feasibility of the various options and work to close any gaps. I work with individuals, couples, families and charitable entities.The areas covered in a financial plan are:Cash flow analysis and management§ Risk planning § Liability planning§ Life/retirement planning§ Investment planning # Risk profile assessment # Investment portfolio construction§ Estate Planning Show less
    View
  • Te Ara Ahunga Ora Retirement Commission
    Sorted At Work Accredited Facilitator
    Te Ara Ahunga Ora Retirement Commission Sep 2024 - Present
    Auckland, New Zealand
    View
  • Grief Centre
    Chair Of The Board Of Trustees
    Grief Centre Dec 2023 - Present
    Auckland, New Zealand
    View
  • Ywca
    Board Member
    Ywca Jul 2020 - Present
    New Zealand
    View

Frequently Asked Questions about Sumita Paul

What company does Sumita Paul work for?

Sumita Paul works for Te Ara Ahunga Ora Retirement Commission

What is Sumita Paul's role at the current company?

Sumita Paul's current role is Sorted at Work Accredited Facilitator.

What is Sumita Paul's email address?

Sumita Paul's email address is su****@****g.co.nz

Not the Sumita Paul you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.