Hetal BHATT

Senior para-planner

Experienced in financial planning with more than 2 years and preparing plans based on the client’s needs and goals.

Advice Scope of Specializations:

  • Retirement planning
  • Financial planning
  • Investment planning
  • Superannuation
  • Insurance

Qualifications

  • Bachelor of Commerce in Accounting and Financial Management

Book a complementary initial consultation and discover how we can help you own your tomorrow