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@wealthwise.com.au
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Yogita Patel is listed as Senior Financial Adviser at Wealthwise Financial Planning at Wealthwise Financial Planning, a company with 24 employees, based in Perth, Western Australia, Australia. AeroLeads shows a work email signal at wealthwise.com.au and a matched LinkedIn profile for Yogita Patel.
Yogita Patel previously worked as Senior Financial Adviser at Wealthwise Financial Planning and Senior Risk and Compliance Analyst at Bt Financial Group. Yogita Patel holds Tier 1 Margin Lending - Personal Advice, Tier 1 Margin Lending - Personal Advice from Kaplan Professional.
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AeroLeads found 1 current-domain work email signal for Yogita Patel. Compare company email patterns before reaching out.
Financial planning is about much more than just managing money—it's about aligning your financial decisions with your current needs, future aspirations, personal values, and the legacy you want to leave behind. I guide my clients to gain clarity on their finances, helping them view money as a resource to live a life full of purpose and meaning. By exploring their personal dreams and goals for themselves and their families, I work with them to create a personalised, step-by-step road-map for success. This plan offers clear insights into their current situation, along with small, actionable steps, options, and solutions to help them move forward confidently. Money, in this context, becomes one of many tools to lead a life that is authentic and purposeful.I specialise in empowering women to build resilience, boost their confidence in making decisions—both financial and personal—and gain absolute clarity on what is possible. My bespoke strategies are tailored to individuals and families, with a particular focus on women navigating major life transitions, such as separation, divorce, or widowhood. These women often face unique challenges and have many questions about their present and future. I help them explore their relationship with money and feel empowered in their journey forward. It is truly an honour to be a trusted partner, offering a listening ear, a sounding board for their ideas, and witnessing their transformation into the empowered, vibrant individuals they are destined to become.
Listed skills include Relationship Management, Securities, Risk Management, Banking, and 16 others.
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Perth, Western Australia, Australia
Fully FASEA compliant.Being a trusted adviser, helping busy professionals and families align their money with their life through identifying opportunities and working in partnership to formulating an effective financial plan / strategies and providing holistic advice with a range of wealth needs.Assisting clients with decisions around the best way to.
Perth, Western Australia
Provide assurance to Governance Boards and to Senior Managers of business units that key control objectives and compliance obligations are met through effective risk-based controls monitoring with insights to their business processes, controls and practical recommendations to remediate issues and improve processes. Manage and maintain oversight of risk.
Perth, Western Australia
Provide assurance to Governance Boards and to Senior Managers of business units that key control objectives and compliance obligations are met through effective risk-based controls monitoring with insights to their business processes, controls and practical recommendations to remediate issues and improve processes.Supporting outsourced risk monitoring to.
Manage Support team for Relationship Managers for Institutional Fund Services (IFS), including on-boarding on Pension Funds, Insurance providers, Fund Managers and Fund of fund providers, Banks and Financial Institutions, performance of AML/CTF and KYC checks for all new business introduced to HSS, completion of annual client risk reviews, static data.
Manage and support existing relationships with Institutional Fund Services (IFS) ensuring regular client service reviews and visits. Actively promoting IFS products and cross selling Group products to existing and potential clients, working in conjunction with sales management teams and Group Relationship Management. Regular analysis undertaken to ensure.
Other employees you can reach at wealthwise.com.au. View company contacts for 24 employees →
Peter Derrett
Colleague at Wealthwise Financial PlanningMount Hawthorn, Western Australia, Australia, Australia
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Gus Sadri
Colleague at Wealthwise Financial PlanningGreater Perth Area, Australia
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Erin Britton
Colleague at Wealthwise Financial PlanningPerth, Western Australia, Australia, Australia
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Joseph Hoe Fcpa Ssa™Cfp®
Colleague at Wealthwise Financial PlanningPerth, Western Australia, Australia, Australia
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Amina Spahich
Colleague at Wealthwise Financial PlanningAustralia, Australia
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Tim Gillon
Colleague at Wealthwise Financial PlanningGreater Perth Area, Australia
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Paul Turner Cfp®
Colleague at Wealthwise Financial PlanningAustralia, Australia
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Joel Brnic
Colleague at Wealthwise Financial PlanningNollamara, Western Australia, Australia, Australia
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Simon Podesta
Colleague at Wealthwise Financial PlanningHarrisdale, Western Australia, Australia, Australia
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Yogita Patel
Colleague at Wealthwise Financial PlanningPerth, Western Australia, Australia, Australia
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Quick answers generated from the profile data available on this page.
Yogita Patel works for Wealthwise Financial Planning.
Yogita Patel is listed as Senior Financial Adviser at Wealthwise Financial Planning at Wealthwise Financial Planning.
AeroLeads has found 1 work email signal at @wealthwise.com.au for Yogita Patel at Wealthwise Financial Planning.
Yogita Patel is based in Perth, Western Australia, Australia while working with Wealthwise Financial Planning.
Yogita Patel has worked for Wealthwise Financial Planning, Bt Financial Group, and Hsbc Securities.
Yogita Patel's colleagues at Wealthwise Financial Planning include Peter Derrett, Gus Sadri, Erin Britton, Joseph Hoe Fcpa Ssa™Cfp®, and Amina Spahich.
You can use AeroLeads to view verified contact signals for Yogita Patel at Wealthwise Financial Planning, including work email, phone, and LinkedIn data when available.
Yogita Patel holds Tier 1 Margin Lending - Personal Advice, Tier 1 Margin Lending - Personal Advice from Kaplan Professional.
Yogita Patel is listed with skills including Relationship Management, Securities, Risk Management, Banking, Derivatives, Equities, Financial Services, and Financial Risk.
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