Authorised Representative No. 1252348

Qualifications: Advanced Diploma of Financial Planning, Diploma of Financial Planning (RG146), Master of Human Resources & Industrial Relations, Bachelor of Commerce

Driven to make a difference, Shreya is a Certified Financial Planner – passionate about helping people achieve their financial dreams. A well-regarded professional, she has over 9 years of experience in providing financial advice, developing wealth management strategies, and delivering exceptional customer service. Much of her industry knowledge and expertise reside in superannuation, financial modelling, analytical thinking, retirement plans, insurance, as well as conflict resolution. 

Dedicated to driving continuous improvement across the financial planning landscape, Shreya thrives on supporting her clients throughout the various stages of their lives, spanning accumulators, pre-retirees, and retirees. With her empathic nature and strong customer focus, she takes the time to first engage and understand the individual needs and unique set of circumstances, of each of her clients. Once armed with effective and tailored solutions, Shreya journeys with her clients, informing and educating them throughout the advice process. This ensures that her clients fully understand their options, and feel empowered to make sound financial decisions for their financial futures.

Away from the office, Shreya enjoys travelling, keeping active and spending quality time with friends and family.