Qualifications
- Advanced Diploma of Financial Services
- Diploma of Financial Services
- Ethics and Professionalism in Financial Advice
- Bachelors of Business Administration
- Masters of Business Administration
Professional Memberships / Achievements
- Member of the Financial Advice Association of Australia
- Over 19 Years of experience in financial services
Sonal Gupta - Strategic Wealth Planner
"Financial planning is not just about numbers; it's about empowering individuals to take control of their financial future and live a life of financial freedom and security."
Sonal is passionate about creating the freedom to make lifestyle choices for her valued clients. With over 19 years in the financial services sector, she has developed a reputation for consolidating multiple strategies into a singular, comprehensive, and effective plan that simplifies financial complexities.
Dedicated to delivering peace of mind and financial security, Sonal collaborates with other financial specialists to ensure all aspects of her client’s financial well-being are meticulously addressed.
Her qualifications and memberships validate her commitment to offering educated, outcome-driven advice. Sonal’s passion firmly sits in sharing her extensive knowledge with clients. This is driven by a desire to offer valuable insights that lead to informed decisions.
Her long-term partnerships with clients is evident that the relationships are not transactional, but a life-long journey towards financial security, freedom and success.
In her leisure time, Sonal enjoys bike riding, reading, and
treasuring family moments.